Glassman Wealth Services’s iShares US Technology ETF IYW Stock Holding History

Glassman Wealth Services’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	$9.08K	Hold	36	–	–	﹤0.01%	197
2026 Q1	$6.53K	Hold	36	–	–	﹤0.01%	161
2025 Q4	$7.19K	Hold	36	–	–	﹤0.01%	170
2025 Q3	$7.05K	Hold	36	–	–	﹤0.01%	158
2025 Q2	$6.24K	Hold	36	–	–	﹤0.01%	157
2025 Q1	$5.06K	Sell	36 -6	-14%	-$935	﹤0.01%	178
2024 Q4	$6.7K	Buy	+42	New	+$6.65K	﹤0.01%	143
2024 Q2	–	Sell	-3	Closed	-$405	–	205
2024 Q1	$405	Hold	3	–	–	﹤0.01%	196
2023 Q4	$368	Hold	3	–	–	﹤0.01%	1778
2023 Q3	$315	Hold	3	–	–	﹤0.01%	1822
2023 Q2	$327	Sell	3 -50	-94%	-$4.91K	﹤0.01%	1722
2023 Q1	$4.92K	Buy	53 +50	+1,667%	+$4.2K	﹤0.01%	1002
2022 Q4	$223	Hold	3	–	–	﹤0.01%	1769
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1827
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1838
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1792
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1765
2021 Q3	$0	Buy	+3	New	+$313	﹤0.01%	1703
2020 Q4	–	Sell	-1,124	Closed	-$85K	–	1440
2020 Q3	$85K	Buy	+1,124	New	+$82.1K	0.02%	218
2020 Q2	–	Sell	-300	Closed	-$15K	–	1379
2020 Q1	$15K	Buy	+300	New	+$17.4K	0.01%	379

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 22.96% 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

Glassman Wealth Services's IYW Position: Q2 2026 in Review

Glassman Wealth Services held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 36 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Glassman Wealth Services first reported a position in IYW in Q1 2020 and has held it in 20 quarters since. The position peaked at $85K in Q3 2020. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Glassman Wealth Services held 36 shares of iShares US Technology ETF worth $9.08K as of Q2 2026.
Glassman Wealth Services left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #197 holding.
Glassman Wealth Services first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 20 quarters since.
Glassman Wealth Services's iShares US Technology ETF position peaked at $85K in Q3 2020.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.