FPC Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

FPC Investment Advisory’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	$479K	Sell	2,003 -750	-27%	-$172K	0.23%	24
2026 Q1	$598K	Sell	2,753 -730	-21%	-$141K	0.3%	19
2025 Q4	$695K	Sell	3,483 -407	-10%	-$81.4K	0.38%	18
2025 Q3	$762K	Sell	3,890 -1,681	-30%	-$308K	0.46%	16
2025 Q2	$1.01M	Sell	5,571 -164	-3%	-$24.9K	0.63%	16
2025 Q1	$845K	Sell	5,735 -43	-0.7%	-$6.7K	0.58%	16
2024 Q4	$923K	Sell	5,778 -1,847	-24%	-$292K	0.67%	16
2024 Q3	$1.15M	Sell	7,625 -131	-2%	-$19.3K	0.97%	15
2024 Q2	$1.17M	Sell	7,756 -209	-3%	-$28.9K	1.05%	16
2024 Q1	$1.03M	Buy	+7,965	New	+$1.04M	1.01%	16

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

FPC Investment Advisory's IYW Position: Q2 2026 in Review

FPC Investment Advisory reduced its iShares US Technology ETF (IYW) stake by 27% in Q2 2026, selling an estimated $172K and leaving 2,003 shares worth $479K. The position accounts for 0.23% of the portfolio, ranked #24.

FPC Investment Advisory first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2024. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

FPC Investment Advisory held 2,003 shares of iShares US Technology ETF worth $479K as of Q2 2026.
FPC Investment Advisory sold 750 iShares US Technology ETF shares in Q2 2026, an estimated $172K.
iShares US Technology ETF made up 0.23% of FPC Investment Advisory's portfolio in Q2 2026, its #24 holding.
FPC Investment Advisory first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
FPC Investment Advisory's iShares US Technology ETF position peaked at $1.17M in Q2 2024.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on FPC Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.