Harbor Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

Harbor Investment Advisory’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	$1.49M	Sell	5,898 -3	-0.1%	-$689	0.1%	150
2026 Q1	$1.07M	Buy	5,901 +171	+3%	+$33K	0.08%	179
2025 Q4	$1.14M	Buy	5,730 +278	+5%	+$55.6K	0.09%	176
2025 Q3	$1.07M	Sell	5,452 -726	-12%	-$133K	0.09%	173
2025 Q2	$1.07M	Buy	6,178 +1,568	+34%	+$238K	0.1%	164
2025 Q1	$647K	Buy	4,610 +20	+0.4%	+$3.12K	0.06%	218
2024 Q4	$732K	Buy	4,590 +400	+10%	+$63.3K	0.07%	191
2024 Q3	$635K	Buy	4,190 +93	+2%	+$13.7K	0.06%	214
2024 Q2	$617K	Sell	4,097 -80	-2%	-$11.1K	0.06%	206
2024 Q1	$564K	Buy	4,177 +68	+2%	+$8.85K	0.06%	216
2023 Q4	$504K	Buy	4,109 +234	+6%	+$26.5K	0.06%	211
2023 Q3	$407K	Sell	3,875 -122	-3%	-$13.3K	0.05%	226
2023 Q2	$435K	Buy	3,997 +31	+0.8%	+$3.04K	0.06%	237
2023 Q1	$368K	Buy	3,966 +84	+2%	+$7.05K	0.06%	258
2022 Q4	$289K	Buy	3,882 +30	+0.8%	+$2.29K	0.05%	285
2022 Q3	$283K	Hold	3,852	–	–	0.05%	276
2022 Q2	$308K	Hold	3,852	–	–	0.05%	261
2022 Q1	$397K	Hold	3,852	–	–	0.05%	251
2021 Q4	$442K	Sell	3,852 -100	-3%	-$11.1K	0.06%	241
2021 Q3	$400K	Sell	3,952 -6,348	-62%	-$662K	0.05%	257
2021 Q2	$1.02M	Hold	10,300	–	–	0.14%	128
2021 Q1	$903K	Hold	10,300	–	–	0.14%	130
2020 Q4	$876K	Sell	10,300 -1,000	-9%	-$79.9K	0.14%	125
2020 Q3	$851K	Hold	11,300	–	–	0.16%	112
2020 Q2	$762K	Hold	11,300	–	–	0.16%	112
2020 Q1	$577K	Buy	11,300 +6,000	+113%	+$348K	0.16%	119
2019 Q4	$308K	Buy	+5,300	New	+$288K	0.07%	201

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Harbor Investment Advisory's IYW Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares US Technology ETF (IYW) stake by 0.05% in Q2 2026, selling an estimated $689 and leaving 5,898 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #150.

Harbor Investment Advisory first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 478 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Harbor Investment Advisory held 5,898 shares of iShares US Technology ETF worth $1.49M as of Q2 2026.
Harbor Investment Advisory sold 3 iShares US Technology ETF shares in Q2 2026, an estimated $689.
iShares US Technology ETF made up 0.1% of Harbor Investment Advisory's portfolio in Q2 2026, its #150 holding.
Harbor Investment Advisory first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
478 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.