Financial Life Advisors’s iShares US Technology ETF IYW Stock Holding History

Financial Life Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.09M	Sell	24,153 -24,481	-50%	-$5.62M	1.73%	15
2026 Q1	$8.82M	Sell	48,634 -6,007	-11%	-$1.16M	2.75%	13
2025 Q4	$10.9M	Buy	54,641 +721	+1%	+$144K	3.36%	10
2025 Q3	$10.6M	Sell	53,920 -1,524	-3%	-$279K	3.39%	10
2025 Q2	$9.61M	Buy	55,444 +2,197	+4%	+$333K	3.29%	11
2025 Q1	$7.48M	Buy	53,247 +938	+2%	+$146K	2.79%	12
2024 Q4	$8.34M	Sell	52,309 -95	-0.2%	-$15K	3.13%	12
2024 Q3	$7.95M	Buy	52,404 +1,646	+3%	+$242K	3%	13
2024 Q2	$7.64M	Buy	50,758 +1,675	+3%	+$231K	3.1%	12
2024 Q1	$6.63M	Buy	49,083 +1,888	+4%	+$246K	2.77%	12
2023 Q4	$5.79M	Buy	47,195 +11,614	+33%	+$1.32M	2.49%	14
2023 Q3	$3.73M	Sell	35,581 -99	-0.3%	-$10.8K	1.61%	17
2023 Q2	$3.88M	Buy	35,680 +5,751	+19%	+$565K	1.62%	16
2023 Q1	$2.78M	Buy	+29,929	New	+$2.51M	1.19%	23

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Financial Life Advisors's IYW Position: Q2 2026 in Review

Financial Life Advisors reduced its iShares US Technology ETF (IYW) stake by 50% in Q2 2026, selling an estimated $5.62M and leaving 24,153 shares worth $6.09M. The position accounts for 1.73% of the portfolio, ranked #15.

Financial Life Advisors first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.9M in Q4 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Financial Life Advisors held 24,153 shares of iShares US Technology ETF worth $6.09M as of Q2 2026.
Financial Life Advisors sold 24,481 iShares US Technology ETF shares in Q2 2026, an estimated $5.62M.
iShares US Technology ETF made up 1.73% of Financial Life Advisors's portfolio in Q2 2026, its #15 holding.
Financial Life Advisors first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
Financial Life Advisors's iShares US Technology ETF position peaked at $10.9M in Q4 2025.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.