Hartford Financial Management’s iShares US Technology ETF IYW Stock Holding History

Hartford Financial Management’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	$208K	Buy	823 +276	+50%	+$63.4K	0.05%	132
2026 Q1	$99.2K	Hold	547	–	–	0.03%	154
2025 Q4	$109K	Hold	547	–	–	0.03%	148
2025 Q3	$107K	Hold	547	–	–	0.03%	150
2025 Q2	$94.8K	Buy	+547	New	+$82.9K	0.03%	160
2024 Q4	–	Sell	-38	Closed	-$5.76K	–	383
2024 Q3	$5.76K	Buy	+38	New	+$5.59K	﹤0.01%	324
2019 Q2	–	Sell	-360	Closed	-$17K	–	369
2019 Q1	$17K	Hold	360	–	–	0.01%	276
2018 Q4	$14K	Hold	360	–	–	0.01%	293
2018 Q3	$17K	Hold	360	–	–	0.01%	288
2018 Q2	$16K	Hold	360	–	–	0.01%	294
2018 Q1	$15K	Hold	360	–	–	0.01%	238
2017 Q4	$14K	Hold	360	–	–	0.01%	244
2017 Q3	$13K	Hold	360	–	–	0.01%	275
2017 Q2	$12K	Buy	+360	New	+$12.6K	0.01%	266
2017 Q1	–	Sell	-360	Closed	-$11K	–	354
2016 Q4	$11K	Hold	360	–	–	0.01%	229
2016 Q3	$10K	Hold	360	–	–	0.01%	235
2016 Q2	$9K	Hold	360	–	–	0.01%	219
2016 Q1	$9K	Hold	360	–	–	0.01%	214
2015 Q4	$9K	Hold	360	–	–	0.01%	212
2015 Q3	$8K	Hold	360	–	–	0.01%	204
2015 Q2	$9K	Buy	+360	New	+$9.71K	0.01%	217
2015 Q1	–	Sell	-360	Closed	-$9K	–	169
2014 Q4	$9K	Hold	360	–	–	0.01%	195
2014 Q3	$9K	Hold	360	–	–	0.01%	215
2014 Q2	$8K	Hold	360	–	–	﹤0.01%	222
2014 Q1	$8K	Hold	360	–	–	0.01%	208
2013 Q4	$7K	Hold	360	–	–	﹤0.01%	207
2013 Q3	$7K	Hold	360	–	–	﹤0.01%	212
2013 Q2	$7K	Buy	+360	New	+$6.69K	﹤0.01%	216

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Hartford Financial Management's IYW Position: Q2 2026 in Review

Hartford Financial Management increased its iShares US Technology ETF (IYW) stake by 50% in Q2 2026, buying an estimated $63.4K and bringing the position to 823 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #132.

Hartford Financial Management first reported a position in IYW in Q2 2013 and has held it in 28 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Hartford Financial Management held 823 shares of iShares US Technology ETF worth $208K as of Q2 2026.
Hartford Financial Management bought 276 iShares US Technology ETF shares in Q2 2026, an estimated $63.4K.
iShares US Technology ETF made up 0.05% of Hartford Financial Management's portfolio in Q2 2026, its #132 holding.
Hartford Financial Management first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 28 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.