Harper Investing’s iShares US Technology ETF IYW Stock Holding History

Harper Investing’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	$272K	Sell	1,077 -61	-5%	-$14K	0.09%	75
2026 Q1	$206K	Sell	1,138 -49	-4%	-$9.47K	0.09%	75
2025 Q4	$237K	Hold	1,187	–	–	0.1%	60
2025 Q3	$232K	Hold	1,187	–	–	0.11%	56
2025 Q2	$206K	Buy	+1,187	New	+$180K	0.12%	58

Other funds holding IYW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Harper Investing's IYW Position: Q2 2026 in Review

Harper Investing reduced its iShares US Technology ETF (IYW) stake by 5.4% in Q2 2026, selling an estimated $14K and leaving 1,077 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #75.

Harper Investing first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 524 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Harper Investing held 1,077 shares of iShares US Technology ETF worth $272K as of Q2 2026.
Harper Investing sold 61 iShares US Technology ETF shares in Q2 2026, an estimated $14K.
iShares US Technology ETF made up 0.09% of Harper Investing's portfolio in Q2 2026, its #75 holding.
Harper Investing first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
524 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.