Flagship Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Flagship Wealth Advisors’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	$290K	Buy	+1,150	New	+$264K	0.06%	125
2026 Q1	–	Sell	-1,150	Closed	-$230K	–	379
2025 Q4	$230K	Hold	1,150	–	–	0.07%	116
2025 Q3	$225K	Hold	1,150	–	–	0.07%	108
2025 Q2	$199K	Hold	1,150	–	–	0.08%	117
2025 Q1	$162K	Hold	1,150	–	–	0.07%	124
2024 Q4	$183K	Buy	+1,150	New	+$182K	0.11%	100

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

Flagship Wealth Advisors's IYW Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,150 shares worth $290K. The stake represents 0.06% of the portfolio and ranks #125 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in IYW as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Flagship Wealth Advisors held 1,150 shares of iShares US Technology ETF worth $290K as of Q2 2026.
iShares US Technology ETF was a new Flagship Wealth Advisors position in Q2 2026.
iShares US Technology ETF made up 0.06% of Flagship Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Flagship Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.