Greykasell Wealth Strategies’s iShares US Technology ETF IYW Stock Holding History

Greykasell Wealth Strategies’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	$157K	Hold	622	–	–	0.06%	166
2026 Q1	$113K	Sell	622 -172	-22%	-$33.2K	0.05%	181
2025 Q4	$159K	Hold	794	–	–	0.06%	158
2025 Q3	$156K	Hold	794	–	–	0.07%	150
2025 Q2	$138K	Hold	794	–	–	0.07%	148
2025 Q1	$112K	Buy	+794	New	+$124K	0.06%	148

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

Greykasell Wealth Strategies's IYW Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 622 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #166.

Greykasell Wealth Strategies first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. The position peaked at $159K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Greykasell Wealth Strategies held 622 shares of iShares US Technology ETF worth $157K as of Q2 2026.
Greykasell Wealth Strategies left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.06% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #166 holding.
Greykasell Wealth Strategies first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
Greykasell Wealth Strategies's iShares US Technology ETF position peaked at $159K in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.