Firestone Capital Management’s iShares US Technology ETF IYW Stock Holding History

Firestone Capital Management’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	$373K	Hold	1,480	–	–	0.07%	123
2026 Q1	$268K	Sell	1,480 -50	-3%	-$9.66K	0.06%	138
2025 Q4	$305K	Hold	1,530	–	–	0.06%	129
2025 Q3	$300K	Hold	1,530	–	–	0.06%	129
2025 Q2	$265K	Hold	1,530	–	–	0.06%	137
2025 Q1	$215K	Hold	1,530	–	–	0.06%	140
2024 Q4	$244K	Hold	1,530	–	–	0.06%	139
2024 Q3	$232K	Hold	1,530	–	–	0.06%	137
2024 Q2	$230K	Sell	1,530 -115	-7%	-$15.9K	0.06%	131
2024 Q1	$222K	Hold	1,645	–	–	0.06%	134
2023 Q4	$202K	Buy	+1,645	New	+$186K	0.06%	128
2021 Q4	–	Sell	-1,730	Closed	-$172K	–	276
2021 Q3	$172K	Hold	1,730	–	–	0.06%	128
2021 Q2	$172K	Hold	1,730	–	–	0.06%	125
2021 Q1	$152K	Hold	1,730	–	–	0.05%	131
2020 Q4	$147K	Sell	1,730 -2	-0.1%	-$160	0.06%	129
2020 Q3	$130K	Sell	1,732 -300	-15%	-$21.9K	0.06%	117
2020 Q2	$137K	Hold	2,032	–	–	0.06%	107
2020 Q1	$104K	Hold	2,032	–	–	0.05%	122
2019 Q4	$118K	Buy	+2,032	New	+$111K	0.05%	131

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

Firestone Capital Management's IYW Position: Q2 2026 in Review

Firestone Capital Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,480 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #123.

Firestone Capital Management first reported a position in IYW in Q4 2019 and has held it in 19 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Firestone Capital Management held 1,480 shares of iShares US Technology ETF worth $373K as of Q2 2026.
Firestone Capital Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.07% of Firestone Capital Management's portfolio in Q2 2026, its #123 holding.
Firestone Capital Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 19 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.