BPI
IYW icon

BFC Planning, Inc.’s iShares US Technology ETF IYW Stock Holding History

BFC Planning, Inc.’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 		$4.06M Buy
16,114
+2,169
+16% +$498K 0.17% 135
2026
Q1 		$2.53M Sell
13,945
-49,818
-78% -$9.6M 0.11% 180
2025
Q4 		$12.7M Buy
63,763
+55,687
+690% +$11.1M 0.56% 27
2025
Q3 		$1.58M Sell
8,076
-2,478
-23% -$453K 0.11% 159
2025
Q2 		$1.83M Sell
10,554
-767
-7% -$116K 0.14% 136
2025
Q1 		$1.59M Sell
11,321
-461
-4% -$71.8K 0.14% 142
2024
Q4 		$1.88M Buy
+11,782
New +$1.86M 0.16% 114

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BFC Planning, Inc.'s IYW Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Technology ETF (IYW) stake by 16% in Q2 2026, buying an estimated $498K and bringing the position to 16,114 shares worth $4.06M. The position accounts for 0.17% of the portfolio, ranked #135.

BFC Planning, Inc. first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q4 2025. 1,306 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • BFC Planning, Inc. held 16,114 shares of iShares US Technology ETF worth $4.06M as of Q2 2026.
  • BFC Planning, Inc. bought 2,169 iShares US Technology ETF shares in Q2 2026, an estimated $498K.
  • iShares US Technology ETF made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #135 holding.
  • BFC Planning, Inc. first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares US Technology ETF position peaked at $12.7M in Q4 2025.
  • 1,306 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.