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HB Wealth Management’s iShares US Technology ETF IYW Stock Holding History

HB Wealth 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 		$4.23M Sell
16,774
-327
-2% -$75.1K 0.02% 306
2026
Q1 		$3.1M Hold
17,101
– – 0.02% 334
2025
Q4 		$3.41M Buy
17,101
+388
+2% +$77.6K 0.02% 315
2025
Q3 		$3.27M Buy
16,713
+5,439
+48% +$995K 0.02% 316
2025
Q2 		$1.95M Sell
11,274
-5,267
-32% -$798K 0.02% 381
2025
Q1 		$2.32M Buy
16,541
+1,735
+12% +$270K 0.02% 354
2024
Q4 		$2.36M Sell
14,806
-76
-0.5% -$12K 0.02% 260
2024
Q3 		$2.26M Buy
14,882
+917
+7% +$135K 0.02% 258
2024
Q2 		$2.1M Sell
13,965
-206
-1% -$28.5K 0.02% 256
2024
Q1 		$1.91M Sell
14,171
-224
-2% -$29.2K 0.02% 254
2023
Q4 		$1.77M Sell
14,395
-219
-1% -$24.8K 0.03% 244
2023
Q3 		$1.53M Sell
14,614
-813
-5% -$88.4K 0.02% 247
2023
Q2 		$1.68M Sell
15,427
-726
-4% -$71.3K 0.03% 227
2023
Q1 		$1.5M Buy
16,153
+195
+1% +$16.4K 0.03% 232
2022
Q4 		$1.19M Buy
15,958
+3,045
+24% +$233K 0.02% 260
2022
Q3 		$947K Sell
12,913
-1,610
-11% -$137K 0.02% 267
2022
Q2 		$1.16M Hold
14,523
– – 0.02% 236
2022
Q1 		$1.5M Buy
14,523
+1,530
+12% +$156K 0.03% 219
2021
Q4 		$1.49M Buy
+12,993
New +$1.44M 0.03% 186

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

HB Wealth Management's IYW Position: Q2 2026 in Review

HB Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1.9% in Q2 2026, selling an estimated $75.1K and leaving 16,774 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #306.

HB Wealth Management first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • HB Wealth Management held 16,774 shares of iShares US Technology ETF worth $4.23M as of Q2 2026.
  • HB Wealth Management sold 327 iShares US Technology ETF shares in Q2 2026, an estimated $75.1K.
  • iShares US Technology ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #306 holding.
  • HB Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.