FP
IYW icon

Financial Perspectives’s iShares US Technology ETF IYW Stock Holding History

Financial Perspectives’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 		$3.28M Buy
12,996
+72
+0.6% +$16.5K 0.8% 30
2026
Q1 		$2.34M Buy
12,924
+128
+1% +$24.7K 0.65% 31
2025
Q4 		$2.56M Buy
12,796
+135
+1% +$27K 0.69% 30
2025
Q3 		$2.48M Buy
12,661
+200
+2% +$36.6K 0.69% 30
2025
Q2 		$2.16M Buy
12,461
+394
+3% +$59.7K 0.65% 31
2025
Q1 		$1.69M Buy
12,067
+63
+0.5% +$9.81K 0.58% 35
2024
Q4 		$1.91M Buy
12,004
+124
+1% +$19.6K 0.64% 32
2024
Q3 		$1.8M Buy
11,880
+24
+0.2% +$3.53K 0.62% 33
2024
Q2 		$1.78M Buy
11,856
+20
+0.2% +$2.76K 0.66% 30
2024
Q1 		$1.6M Buy
11,836
+106
+0.9% +$13.8K 0.61% 34
2023
Q4 		$1.44M Buy
11,730
+27
+0.2% +$3.06K 0.58% 32
2023
Q3 		$1.23M Buy
11,703
+20
+0.2% +$2.17K 0.56% 34
2023
Q2 		$1.27M Sell
11,683
-1
-0% -$98 0.56% 35
2023
Q1 		$1.08M Buy
11,684
+66
+0.6% +$5.54K 0.52% 37
2022
Q4 		$865K Buy
11,618
+2
+0% +$153 0.44% 41
2022
Q3 		$852K Buy
11,616
+1
+0% +$85 0.48% 36
2022
Q2 		$929K Buy
11,615
+1
+0% +$89 0.52% 30
2022
Q1 		$1.2M Buy
11,614
+71
+0.6% +$7.25K 0.56% 28
2021
Q4 		$1.33M Buy
11,543
+252
+2% +$28K 0.63% 29
2021
Q3 		$1.14M Hold
11,291
– – 0.58% 34
2021
Q2 		$1.12M Buy
11,291
+34
+0.3% +$3.17K 0.55% 32
2021
Q1 		$987K Buy
11,257
+221
+2% +$19.4K 0.53% 37
2020
Q4 		$939K Buy
11,036
+44
+0.4% +$3.52K 0.53% 35
2020
Q3 		$827K Hold
10,992
– – 0.54% 30
2020
Q2 		$741K Buy
10,992
+64
+0.6% +$3.86K 0.53% 30
2020
Q1 		$558K Buy
10,928
+44
+0.4% +$2.55K 0.45% 32
2019
Q4 		$633K Buy
+10,884
New +$592K 0.43% 29

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 Perspectives's IYW Position: Q2 2026 in Review

Financial Perspectives increased its iShares US Technology ETF (IYW) stake by 0.56% in Q2 2026, buying an estimated $16.5K and bringing the position to 12,996 shares worth $3.28M. The position accounts for 0.8% of the portfolio, ranked #30.

Financial Perspectives first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Financial Perspectives held 12,996 shares of iShares US Technology ETF worth $3.28M as of Q2 2026.
  • Financial Perspectives bought 72 iShares US Technology ETF shares in Q2 2026, an estimated $16.5K.
  • iShares US Technology ETF made up 0.8% of Financial Perspectives's portfolio in Q2 2026, its #30 holding.
  • Financial Perspectives first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.