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Harvest Investment Services’s iShares US Technology ETF IYW Stock Holding History

Harvest Investment Services’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 		$1.06M Buy
4,218
+1,230
+41% +$283K 0.16% 148
2026
Q1 		$542K Sell
2,988
-235
-7% -$45.4K 0.1% 192
2025
Q4 		$644K Buy
3,223
+428
+15% +$85.6K 0.12% 169
2025
Q3 		$547K Buy
2,795
+392
+16% +$71.7K 0.11% 184
2025
Q2 		$416K Buy
2,403
+18
+0.8% +$2.73K 0.09% 212
2025
Q1 		$335K Buy
2,385
+663
+39% +$103K 0.09% 198
2024
Q4 		$275K Sell
1,722
-705
-29% -$112K 0.07% 225
2024
Q3 		$368K Sell
2,427
-152
-6% -$22.4K 0.12% 162
2024
Q2 		$388K Sell
2,579
-26
-1% -$3.59K 0.15% 133
2024
Q1 		$352K Sell
2,605
-162
-6% -$21.1K 0.14% 133
2023
Q4 		$340K Sell
2,767
-150
-5% -$17K 0.16% 141
2023
Q3 		$306K Sell
2,917
-1,264
-30% -$137K 0.2% 113
2023
Q2 		$455K Buy
+4,181
New +$411K 0.26% 105
2022
Q2 		– Sell
-1,950
Closed -$200K – 172
2022
Q1 		$200K Sell
1,950
-1,516
-44% -$155K 0.12% 170
2021
Q4 		$397K Sell
3,466
-750
-18% -$83.3K 0.17% 165
2021
Q3 		$426K Buy
4,216
+1,864
+79% +$194K 0.17% 170
2021
Q2 		$233K Sell
2,352
-2,680
-53% -$250K 0.1% 249
2021
Q1 		$441K Sell
5,032
-1,064
-17% -$93.2K 0.2% 140
2020
Q4 		$518K Sell
6,096
-732
-11% -$58.5K 0.27% 101
2020
Q3 		$513K Buy
6,828
+3,392
+99% +$248K 0.29% 85
2020
Q2 		$231K Buy
+3,436
New +$207K 0.14% 169
2020
Q1 		– Sell
-4,612
Closed -$268K – 135
2019
Q4 		$268K Hold
4,612
– – 0.14% 127
2019
Q3 		$233K Sell
4,612
-4,536
-50% -$231K 0.12% 140
2019
Q2 		$459K Buy
9,148
+3,532
+63% +$173K 0.26% 82
2019
Q1 		$271K Buy
5,616
+656
+13% +$29.2K 0.16% 116
2018
Q4 		$206K Buy
+4,960
New +$215K 0.19% 117

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

Harvest Investment Services's IYW Position: Q2 2026 in Review

Harvest Investment Services increased its iShares US Technology ETF (IYW) stake by 41% in Q2 2026, buying an estimated $283K and bringing the position to 4,218 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #148.

Harvest Investment Services first reported a position in IYW in Q4 2018 and has held it in 26 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Harvest Investment Services held 4,218 shares of iShares US Technology ETF worth $1.06M as of Q2 2026.
  • Harvest Investment Services bought 1,230 iShares US Technology ETF shares in Q2 2026, an estimated $283K.
  • iShares US Technology ETF made up 0.16% of Harvest Investment Services's portfolio in Q2 2026, its #148 holding.
  • Harvest Investment Services first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 26 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.