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

Forvis Mazars 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	$766K	Hold	3,037	–	–	0.01%	250
2026 Q1	$551K	Buy	3,037 +1,103	+57%	+$213K	0.01%	272
2025 Q4	$386K	Buy	1,934 +238	+14%	+$47.6K	0.01%	316
2025 Q3	$332K	Sell	1,696 -437	-20%	-$79.9K	0.01%	340
2025 Q2	$370K	Buy	+2,133	New	+$323K	0.01%	335

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

Forvis Mazars Wealth Advisors's IYW Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 3,037 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #250.

Forvis Mazars Wealth Advisors first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Forvis Mazars Wealth Advisors held 3,037 shares of iShares US Technology ETF worth $766K as of Q2 2026.
Forvis Mazars Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #250 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.