HI
IYW icon

Harbour Investments’s iShares US Technology ETF IYW Stock Holding History

Harbour Investments’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 		$9.31M Buy
36,919
+2,290
+7% +$526K 0.13% 151
2026
Q1 		$6.28M Buy
34,629
+4,615
+15% +$892K 0.1% 198
2025
Q4 		$5.99M Sell
30,014
-1,709
-5% -$342K 0.12% 155
2025
Q3 		$6.21M Buy
31,723
+2,757
+10% +$504K 0.14% 126
2025
Q2 		$5.02M Buy
28,966
+1,353
+5% +$205K 0.13% 148
2025
Q1 		$3.88M Buy
27,613
+2,443
+10% +$381K 0.11% 168
2024
Q4 		$4.02M Buy
25,170
+1,478
+6% +$234K 0.12% 153
2024
Q3 		$3.59M Sell
23,692
-1,209
-5% -$178K 0.11% 157
2024
Q2 		$3.75M Buy
24,901
+1,045
+4% +$144K 0.13% 148
2024
Q1 		$3.22M Buy
23,856
+1,294
+6% +$168K 0.11% 169
2023
Q4 		$2.77M Buy
22,562
+1,790
+9% +$203K 0.11% 170
2023
Q3 		$2.18M Sell
20,772
-7,293
-26% -$793K 0.11% 177
2023
Q2 		$3.06M Sell
28,065
-471
-2% -$46.3K 0.15% 131
2023
Q1 		$2.65M Buy
28,536
+1,083
+4% +$90.9K 0.14% 131
2022
Q4 		$2.04M Buy
27,453
+11,400
+71% +$872K 0.12% 161
2022
Q3 		$1.28M Hold
16,053
– – 0.09% 231
2022
Q2 		$1.28M Buy
+16,053
New +$1.42M 0.09% 231
2021
Q4 		$2.46M Sell
21,434
-5,293
-20% -$588K 0.15% 139
2021
Q3 		$2.71M Buy
26,727
+8,130
+44% +$848K 0.09% 208
2021
Q2 		$1.85M Buy
18,597
+2,316
+14% +$216K 0.06% 300
2021
Q1 		$1.43M Buy
+16,281
New +$1.43M 0.05% 317

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

Harbour Investments's IYW Position: Q2 2026 in Review

Harbour Investments increased its iShares US Technology ETF (IYW) stake by 6.6% in Q2 2026, buying an estimated $526K and bringing the position to 36,919 shares worth $9.31M. The position accounts for 0.13% of the portfolio, ranked #151.

Harbour Investments first reported a position in IYW in Q1 2021 and has held it in 21 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Harbour Investments held 36,919 shares of iShares US Technology ETF worth $9.31M as of Q2 2026.
  • Harbour Investments bought 2,290 iShares US Technology ETF shares in Q2 2026, an estimated $526K.
  • iShares US Technology ETF made up 0.13% of Harbour Investments's portfolio in Q2 2026, its #151 holding.
  • Harbour Investments first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.