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Frankly Finances’s iShares US Technology ETF IYW Stock Holding History

Frankly Finances’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 		$494K Hold
1,960
– – 0.39% 29
2026
Q1 		$356K Hold
1,960
– – 0.32% 34
2025
Q4 		$391K Buy
+1,960
New +$392K 0.37% 32

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

Frankly Finances's IYW Position: Q2 2026 in Review

Frankly Finances held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,960 shares worth $494K. The position accounts for 0.39% of the portfolio, ranked #29.

Frankly Finances first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 947 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Frankly Finances held 1,960 shares of iShares US Technology ETF worth $494K as of Q2 2026.
  • Frankly Finances left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.39% of Frankly Finances's portfolio in Q2 2026, its #29 holding.
  • Frankly Finances first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 947 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.