Gen-Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Gen-Wealth Partners’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	$12.4K	Sell	49 -88	-64%	-$20.2K	﹤0.01%	537
2026 Q1	$24.9K	Sell	137 -4,496	-97%	-$869K	0.01%	453
2025 Q4	$925K	Buy	4,633 +570	+14%	+$114K	0.3%	72
2025 Q3	$796K	Sell	4,063 -12,941	-76%	-$2.37M	0.27%	93
2025 Q2	$2.95M	Sell	17,004 -2,335	-12%	-$354K	1.14%	13
2025 Q1	$2.72M	Buy	19,339 +437	+2%	+$68.1K	1.13%	11
2024 Q4	$3.02M	Buy	18,902 +142	+0.8%	+$22.5K	1.3%	11
2024 Q3	$2.92M	Sell	18,760 -412	-2%	-$60.6K	1.28%	12
2024 Q2	$2.89M	Sell	19,172 -246	-1%	-$34K	1.39%	7
2024 Q1	$2.62M	Buy	+19,418	New	+$2.53M	1.3%	10

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 22.9% 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

Gen-Wealth Partners's IYW Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 64% in Q2 2026, selling an estimated $20.2K and leaving 49 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Gen-Wealth Partners first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.02M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Gen-Wealth Partners held 49 shares of iShares US Technology ETF worth $12.4K as of Q2 2026.
Gen-Wealth Partners sold 88 iShares US Technology ETF shares in Q2 2026, an estimated $20.2K.
iShares US Technology ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #537 holding.
Gen-Wealth Partners first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares US Technology ETF position peaked at $3.02M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.