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Financial Management Professionals’s iShares US Technology ETF IYW Stock Holding History

Financial Management Professionals’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 		$286K Buy
+1,133
New +$260K 0.03% 159
2025
Q1 		– Sell
-27,375
Closed -$4.37M – 1026
2024
Q4 		$4.37M Buy
27,375
+53
+0.2% +$8.39K 0.55% 31
2024
Q3 		$4.14M Buy
27,322
+629
+2% +$92.5K 0.51% 32
2024
Q2 		$4.02M Sell
26,693
-281
-1% -$38.8K 0.55% 27
2024
Q1 		$3.64M Sell
26,974
-2,468
-8% -$321K 0.54% 30
2023
Q4 		$3.61M Sell
29,442
-3,182
-10% -$360K 0.59% 30
2023
Q3 		$3.42M Sell
32,624
-3,266
-9% -$355K 0.6% 31
2023
Q2 		$3.91M Buy
+35,890
New +$3.52M 0.65% 33
2022
Q1 		– Sell
-40,910
Closed -$4.7M – 1087
2021
Q4 		$4.7M Sell
40,910
-1,436
-3% -$159K 1% 27
2021
Q3 		$4.29M Buy
+42,346
New +$4.42M 0.99% 24
2015
Q1 		– Sell
-192,100
Closed -$5.01M – 289
2014
Q4 		$5.01M Buy
192,100
+78,056
+68% +$1.99M 2.77% 9
2014
Q3 		$2.87M Buy
+114,044
New +$2.85M 1.96% 16

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Financial Management Professionals's IYW Position: Q2 2026 in Review

Financial Management Professionals opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,133 shares worth $286K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in IYW as recently as Q4 2024.

Financial Management Professionals first reported a position in IYW in Q3 2014 and has held it in 12 quarters since. The position peaked at $5.01M in Q4 2014. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Financial Management Professionals held 1,133 shares of iShares US Technology ETF worth $286K as of Q2 2026.
  • iShares US Technology ETF was a new Financial Management Professionals position in Q2 2026.
  • iShares US Technology ETF made up 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #159 holding.
  • Financial Management Professionals first reported a position in iShares US Technology ETF in Q3 2014 and has held it in 12 quarters since.
  • Financial Management Professionals's iShares US Technology ETF position peaked at $5.01M in Q4 2014.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.