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Guardian Wealth Advisors (North Carolina)’s iShares US Technology ETF IYW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$491K Hold
1,946
– – 0.03% 243
2026
Q1 		$353K Sell
1,946
-111
-5% -$21.4K 0.02% 263
2025
Q4 		$411K Sell
2,057
-246
-11% -$49.2K 0.03% 248
2025
Q3 		$451K Buy
2,303
+13
+0.6% +$2.38K 0.03% 224
2025
Q2 		$397K Sell
2,290
-505
-18% -$76.6K 0.03% 225
2025
Q1 		$392K Buy
2,795
+990
+55% +$154K 0.03% 212
2024
Q4 		$288K Buy
+1,805
New +$286K 0.02% 257
2024
Q2 		– Sell
-924
Closed -$125K – 453
2024
Q1 		$125K Hold
924
– – 0.02% 278
2023
Q4 		$113K Hold
924
– – 0.02% 263
2023
Q3 		$97K Sell
924
-38
-4% -$4.13K 0.02% 262
2023
Q2 		$105K Hold
962
– – 0.02% 247
2023
Q1 		$89.3K Hold
962
– – 0.02% 239
2022
Q4 		$71.7K Buy
962
+38
+4% +$2.91K 0.01% 236
2022
Q3 		$68K Hold
924
– – 0.01% 224
2022
Q2 		$74K Buy
+924
New +$81.8K 0.01% 216

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

Guardian Wealth Advisors (North Carolina)'s IYW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,946 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #243.

Guardian Wealth Advisors (North Carolina) first reported a position in IYW in Q2 2022 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,946 shares of iShares US Technology ETF worth $491K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #243 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 15 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.