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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

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

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. 1,299 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.
  • 1,299 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.