FWWM
IYW icon

Fiscal Wisdom Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Fiscal Wisdom Wealth 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 		$378K Buy
+1,500
New +$345K 0.32% 58
2026
Q1 		– Sell
-1,061
Closed -$212K – 98
2025
Q4 		$212K Sell
1,061
-24
-2% -$4.8K 0.2% 77
2025
Q3 		$214K Buy
+1,085
New +$198K 0.2% 74

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

Fiscal Wisdom Wealth Management's IYW Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,500 shares worth $378K. The stake represents 0.32% of the portfolio and ranks #58 among its holdings. This is a return to the name: Fiscal Wisdom Wealth Management previously reported a position in IYW as recently as Q4 2025.

Fiscal Wisdom Wealth Management first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 1,500 shares of iShares US Technology ETF worth $378K as of Q2 2026.
  • iShares US Technology ETF was a new Fiscal Wisdom Wealth Management position in Q2 2026.
  • iShares US Technology ETF made up 0.32% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Fiscal Wisdom Wealth Management first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.