Foundations Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Foundations Investment 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	$5.27M	Buy	20,894 +2,572	+14%	+$591K	0.05%	242
2026 Q1	$3.32M	Sell	18,322 -4,101	-18%	-$792K	0.04%	284
2025 Q4	$4.48M	Sell	22,423 -1,804	-7%	-$361K	0.06%	238
2025 Q3	$4.75M	Sell	24,227 -289,958	-92%	-$53M	0.07%	220
2025 Q2	$54.4M	Buy	314,185 +28,039	+10%	+$4.25M	0.86%	25
2025 Q1	$40.2M	Buy	286,146 +32,764	+13%	+$5.1M	0.74%	29
2024 Q4	$40.4M	Sell	253,382 -3,878	-2%	-$614K	0.78%	33
2024 Q3	$39M	Buy	257,260 +38,648	+18%	+$5.68M	0.82%	26
2024 Q2	$32.9M	Buy	218,612 +7,988	+4%	+$1.1M	0.8%	29
2024 Q1	$28.4M	Buy	210,624 +21,463	+11%	+$2.79M	0.74%	30
2023 Q4	$24.2M	Buy	189,161 +88,104	+87%	+$9.98M	0.65%	32
2023 Q3	$10.6M	Sell	101,057 -113,317	-53%	-$12.3M	0.33%	62
2023 Q2	$23.3M	Buy	214,374 +56,364	+36%	+$5.54M	0.77%	28
2023 Q1	$14.7M	Buy	158,010 +18,049	+13%	+$1.51M	0.52%	32
2022 Q4	$10.4M	Buy	139,961 +124,707	+818%	+$9.54M	0.41%	41
2022 Q3	$1.12M	Buy	+15,254	New	+$1.29M	0.05%	158

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

Foundations Investment Advisors's IYW Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares US Technology ETF (IYW) stake by 14% in Q2 2026, buying an estimated $591K and bringing the position to 20,894 shares worth $5.27M. The position accounts for 0.05% of the portfolio, ranked #242.

Foundations Investment Advisors first reported a position in IYW in Q3 2022 and has held it in 16 quarters since. The position peaked at $54.4M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Foundations Investment Advisors held 20,894 shares of iShares US Technology ETF worth $5.27M as of Q2 2026.
Foundations Investment Advisors bought 2,572 iShares US Technology ETF shares in Q2 2026, an estimated $591K.
iShares US Technology ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #242 holding.
Foundations Investment Advisors first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 16 quarters since.
Foundations Investment Advisors's iShares US Technology ETF position peaked at $54.4M in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.