FWP
IYW icon

Firethorn Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Firethorn Wealth Partners’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 		$1.61M Buy
6,386
+1,252
+24% +$288K 0.52% 46
2026
Q1 		$931K Sell
5,134
-279
-5% -$53.9K 0.34% 74
2025
Q4 		$1.08M Sell
5,413
-651
-11% -$130K 0.4% 59
2025
Q3 		$1.19M Sell
6,064
-6,961
-53% -$1.27M 0.47% 47
2025
Q2 		$2.26M Sell
13,025
-1,754
-12% -$266K 0.98% 24
2025
Q1 		$2.08M Buy
14,779
+121
+0.8% +$18.8K 0.99% 23
2024
Q4 		$2.34M Sell
14,658
-914
-6% -$145K 1.16% 20
2024
Q3 		$2.36M Sell
15,572
-1,570
-9% -$231K 1.2% 19
2024
Q2 		$2.58M Buy
17,142
+21
+0.1% +$2.9K 1.46% 15
2024
Q1 		$2.31M Buy
17,121
+980
+6% +$128K 1.36% 18
2023
Q4 		$1.98M Buy
16,141
+2,956
+22% +$335K 1.3% 17
2023
Q3 		$1.38M Sell
13,185
-14,775
-53% -$1.61M 1.06% 21
2023
Q2 		$3.04M Sell
27,960
-675
-2% -$66.3K 2.27% 13
2023
Q1 		$2.67M Buy
28,635
+9,272
+48% +$778K 2.08% 13
2022
Q4 		$1.44M Buy
+19,363
New +$1.48M 1.22% 14
2022
Q2 		– Sell
-6,872
Closed -$708K – 139
2022
Q1 		$708K Sell
6,872
-1,628
-19% -$166K 0.54% 45
2021
Q4 		$976K Buy
+8,500
New +$944K 0.73% 30

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

Firethorn Wealth Partners's IYW Position: Q2 2026 in Review

Firethorn Wealth Partners increased its iShares US Technology ETF (IYW) stake by 24% in Q2 2026, buying an estimated $288K and bringing the position to 6,386 shares worth $1.61M. The position accounts for 0.52% of the portfolio, ranked #46.

Firethorn Wealth Partners first reported a position in IYW in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.04M in Q2 2023. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Firethorn Wealth Partners held 6,386 shares of iShares US Technology ETF worth $1.61M as of Q2 2026.
  • Firethorn Wealth Partners bought 1,252 iShares US Technology ETF shares in Q2 2026, an estimated $288K.
  • iShares US Technology ETF made up 0.52% of Firethorn Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Firethorn Wealth Partners first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 17 quarters since.
  • Firethorn Wealth Partners's iShares US Technology ETF position peaked at $3.04M in Q2 2023.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.