HWM
IYW icon

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

Hemming & 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 		$5.03M Sell
19,938
-49,009
-71% -$11.3M 3.06% 9
2026
Q1 		$12.5M Buy
68,947
+25,706
+59% +$4.97M 8.73% 6
2025
Q4 		$8.63M Buy
+43,241
New +$8.65M 5.91% 8

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

Hemming & Wealth Management's IYW Position: Q2 2026 in Review

Hemming & Wealth Management reduced its iShares US Technology ETF (IYW) stake by 71% in Q2 2026, selling an estimated $11.3M and leaving 19,938 shares worth $5.03M. The position accounts for 3.06% of the portfolio, ranked #9.

Hemming & Wealth Management first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Hemming & Wealth Management held 19,938 shares of iShares US Technology ETF worth $5.03M as of Q2 2026.
  • Hemming & Wealth Management sold 49,009 iShares US Technology ETF shares in Q2 2026, an estimated $11.3M.
  • iShares US Technology ETF made up 3.06% of Hemming & Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Hemming & Wealth Management first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Hemming & Wealth Management's iShares US Technology ETF position peaked at $12.5M in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.