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Genesee Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Genesee Capital 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 		– Sell
-1,669
Closed -$303K – 177
2026
Q1 		$303K Sell
1,669
-1
-0.1% -$193 0.13% 106
2025
Q4 		$333K Buy
+1,670
New +$334K 0.13% 95
2025
Q2 		– Sell
-5,468
Closed -$768K – 124
2025
Q1 		$768K Sell
5,468
-2,136
-28% -$333K 0.38% 64
2024
Q4 		$1.21M Buy
7,604
+257
+3% +$40.7K 0.56% 42
2024
Q3 		$1.11M Buy
7,347
+1,295
+21% +$190K 0.54% 43
2024
Q2 		$911K Buy
6,052
+61
+1% +$8.43K 0.45% 48
2024
Q1 		$809K Buy
5,991
+425
+8% +$55.3K 0.44% 52
2023
Q4 		$683K Buy
5,566
+43
+0.8% +$4.87K 0.42% 52
2023
Q3 		$579K Buy
+5,523
New +$601K 0.42% 56
2022
Q2 		– Sell
-7,417
Closed -$764K – 113
2022
Q1 		$764K Sell
7,417
-466
-6% -$47.6K 0.4% 61
2021
Q4 		$905K Sell
7,883
-151
-2% -$16.8K 0.43% 56
2021
Q3 		$814K Buy
+8,034
New +$838K 0.4% 60
2021
Q2 		– Sell
-9,784
Closed -$858K – 90
2021
Q1 		$858K Sell
9,784
-743
-7% -$65.1K 0.51% 50
2020
Q4 		$895K Sell
10,527
-5,153
-33% -$412K 0.59% 46
2020
Q3 		$1.18M Buy
15,680
+340
+2% +$24.8K 0.97% 32
2020
Q2 		$1.03M Sell
15,340
-1,916
-11% -$116K 0.96% 34
2020
Q1 		$881K Sell
17,256
-44
-0.3% -$2.55K 0.84% 37
2019
Q4 		$1.01M Sell
17,300
-236
-1% -$12.8K 0.86% 39
2019
Q3 		$895K Buy
17,536
+648
+4% +$32.9K 0.83% 48
2019
Q2 		$835K Buy
16,888
+2,496
+17% +$122K 0.84% 43
2019
Q1 		$686K Buy
14,392
+552
+4% +$24.5K 0.83% 39
2018
Q4 		$553K Buy
+13,840
New +$599K 0.9% 33

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 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

Genesee Capital Advisors's IYW Position: Q2 2026 in Review

Genesee Capital Advisors sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 1,669 shares — an estimated $303K sold.

Genesee Capital Advisors first reported a position in IYW in Q4 2018 and held it in 22 quarters. The position peaked at $1.21M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Genesee Capital Advisors reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Genesee Capital Advisors sold 1,669 iShares US Technology ETF shares in Q2 2026, an estimated $303K.
  • Genesee Capital Advisors first reported a position in iShares US Technology ETF in Q4 2018 and held it in 22 quarters.
  • Genesee Capital Advisors's iShares US Technology ETF position peaked at $1.21M in Q4 2024.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.