HBK Sorce Advisory’s iShares US Technology ETF IYW Stock Holding History

HBK Sorce Advisory’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	$434K	Sell	1,726 -4	-0.2%	-$919	0.01%	414
2026 Q1	$413K	Buy	+1,730	New	+$334K	0.01%	413

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 22.9% 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

HBK Sorce Advisory's IYW Position: Q2 2026 in Review

HBK Sorce Advisory reduced its iShares US Technology ETF (IYW) stake by 0.23% in Q2 2026, selling an estimated $919 and leaving 1,726 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #414.

HBK Sorce Advisory first reported a position in IYW in Q1 2026 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

HBK Sorce Advisory held 1,726 shares of iShares US Technology ETF worth $434K as of Q2 2026.
HBK Sorce Advisory sold 4 iShares US Technology ETF shares in Q2 2026, an estimated $919.
iShares US Technology ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #414 holding.
HBK Sorce Advisory first reported a position in iShares US Technology ETF in Q1 2026 and has held it in 2 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.