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IYW icon

Focus Financial Network’s iShares US Technology ETF IYW Stock Holding History

Focus Financial Network’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 		$6.24M Buy
24,743
+281
+1% +$64.5K 0.19% 88
2026
Q1 		$4.44M Sell
24,462
-18,421
-43% -$3.56M 0.16% 111
2025
Q4 		$8.56M Sell
42,883
-506
-1% -$101K 0.3% 62
2025
Q3 		$8.5M Buy
43,389
+142
+0.3% +$26K 0.3% 64
2025
Q2 		$7.49M Sell
43,247
-5,254
-11% -$796K 0.3% 61
2025
Q1 		$6.81M Buy
48,501
+5,843
+14% +$910K 0.28% 71
2024
Q4 		$6.8M Sell
42,658
-12,858
-23% -$2.03M 0.27% 70
2024
Q3 		$8.42M Sell
55,516
-2,975
-5% -$437K 0.34% 56
2024
Q2 		$8.79M Buy
58,491
+536
+0.9% +$74.1K 0.38% 49
2024
Q1 		$7.44M Buy
57,955
+4,203
+8% +$547K 0.36% 55
2023
Q4 		$6.6M Buy
53,752
+9,701
+22% +$1.1M 0.25% 87
2023
Q3 		$4.63M Sell
44,051
-13,509
-23% -$1.47M 0.26% 78
2023
Q2 		$6.27M Buy
57,560
+1,128
+2% +$111K 0.35% 57
2023
Q1 		$5.24M Buy
56,432
+18,961
+51% +$1.59M 0.33% 60
2022
Q4 		$2.79M Buy
37,471
+13,053
+53% +$999K 0.23% 91
2022
Q3 		$1.79M Buy
24,418
+39
+0.2% +$3.31K 0.16% 115
2022
Q2 		$1.95M Sell
24,379
-32,276
-57% -$2.86M 0.16% 115
2022
Q1 		$5.84M Buy
56,655
+43,356
+326% +$4.43M 0.41% 45
2021
Q4 		$1.53M Buy
13,299
+1,688
+15% +$187K 0.22% 100
2021
Q3 		$1.18M Sell
11,611
-398
-3% -$41.5K 0.16% 142
2021
Q2 		$1.19M Sell
12,009
-119
-1% -$11.1K 0.16% 140
2021
Q1 		$1.06M Sell
12,128
-1,829
-13% -$160K 0.12% 151
2020
Q4 		$1.19M Buy
13,957
+1,257
+10% +$100K 0.11% 163
2020
Q3 		$956K Sell
12,700
-2,728
-18% -$199K 0.09% 187
2020
Q2 		$1.04M Buy
15,428
+1,784
+13% +$108K 0.12% 158
2020
Q1 		$697K Buy
13,644
+1,952
+17% +$113K 0.09% 173
2019
Q4 		$680K Buy
11,692
+192
+2% +$10.4K 0.08% 201
2019
Q3 		$587K Buy
11,500
+88
+0.8% +$4.47K 0.08% 201
2019
Q2 		$565K Buy
11,412
+24
+0.2% +$1.17K 0.08% 204
2019
Q1 		$543K Buy
+11,388
New +$506K 0.09% 195

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

Focus Financial Network's IYW Position: Q2 2026 in Review

Focus Financial Network increased its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, buying an estimated $64.5K and bringing the position to 24,743 shares worth $6.24M. The position accounts for 0.19% of the portfolio, ranked #88.

Focus Financial Network first reported a position in IYW in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.79M in Q2 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Focus Financial Network held 24,743 shares of iShares US Technology ETF worth $6.24M as of Q2 2026.
  • Focus Financial Network bought 281 iShares US Technology ETF shares in Q2 2026, an estimated $64.5K.
  • iShares US Technology ETF made up 0.19% of Focus Financial Network's portfolio in Q2 2026, its #88 holding.
  • Focus Financial Network first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's iShares US Technology ETF position peaked at $8.79M in Q2 2024.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.