GJWM
IYW icon

Gilliland Jeter Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Gilliland Jeter Wealth Management’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 		$6.13M Buy
24,307
+107
+0.4% +$24.6K 1.61% 13
2026
Q1 		$4.39M Buy
24,200
+173
+0.7% +$33.4K 1.3% 16
2025
Q4 		$4.8M Buy
24,027
+1,282
+6% +$256K 1.45% 13
2025
Q3 		$4.45M Sell
22,745
-269
-1% -$49.2K 1.37% 14
2025
Q2 		$3.99M Buy
23,014
+828
+4% +$126K 1.3% 15
2025
Q1 		$3.12M Sell
22,186
-1,900
-8% -$296K 1.1% 21
2024
Q4 		$3.84M Sell
24,086
-266
-1% -$42.1K 1.3% 14
2024
Q3 		$3.69M Sell
24,352
-602
-2% -$88.5K 1.19% 17
2024
Q2 		$3.76M Buy
24,954
+50
+0.2% +$6.91K 1.27% 16
2024
Q1 		$3.36M Buy
24,904
+251
+1% +$32.7K 1.17% 19
2023
Q4 		$3.03M Buy
+24,653
New +$2.79M 1.25% 18

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
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
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Gilliland Jeter Wealth Management's IYW Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares US Technology ETF (IYW) stake by 0.44% in Q2 2026, buying an estimated $24.6K and bringing the position to 24,307 shares worth $6.13M. The position accounts for 1.61% of the portfolio, ranked #13.

Gilliland Jeter Wealth Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 879 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Gilliland Jeter Wealth Management held 24,307 shares of iShares US Technology ETF worth $6.13M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 107 iShares US Technology ETF shares in Q2 2026, an estimated $24.6K.
  • iShares US Technology ETF made up 1.61% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.