Focus Partners Advisor Solutions’s iShares US Technology ETF IYW Stock Holding History

Focus Partners Advisor Solutions’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	$4.17M	Buy	16,530 +777	+5%	+$178K	0.04%	225
2026 Q1	$2.86M	Buy	15,753 +5,865	+59%	+$1.13M	0.03%	280
2025 Q4	$1.97M	Buy	9,888 +6,061	+158%	+$1.21M	0.02%	314
2025 Q3	$779K	Sell	3,827 -2,227	-37%	-$407K	0.01%	614
2025 Q2	$1.05M	Buy	6,054 +2,508	+71%	+$380K	0.01%	425
2025 Q1	$498K	Buy	3,546 +1,246	+54%	+$194K	0.01%	585
2024 Q4	$367K	Buy	2,300 +137	+6%	+$21.7K	0.01%	546
2024 Q3	$328K	Buy	2,163 +543	+34%	+$79.9K	0.01%	544
2024 Q2	$244K	Buy	+1,620	New	+$224K	0.01%	553

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

Focus Partners Advisor Solutions's IYW Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares US Technology ETF (IYW) stake by 4.9% in Q2 2026, buying an estimated $178K and bringing the position to 16,530 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #225.

Focus Partners Advisor Solutions first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Focus Partners Advisor Solutions held 16,530 shares of iShares US Technology ETF worth $4.17M as of Q2 2026.
Focus Partners Advisor Solutions bought 777 iShares US Technology ETF shares in Q2 2026, an estimated $178K.
iShares US Technology ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #225 holding.
Focus Partners Advisor Solutions first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.