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HHM Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

HHM Wealth Advisors’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 		$372K Hold
1,475
– – 0.04% 153
2026
Q1 		$268K Sell
1,475
-63
-4% -$12.2K 0.03% 167
2025
Q4 		$307K Buy
1,538
+9
+0.6% +$1.8K 0.04% 151
2025
Q3 		$299K Sell
1,529
-803
-34% -$147K 0.03% 165
2025
Q2 		$404K Hold
2,332
– – 0.05% 128
2025
Q1 		$328K Buy
2,332
+9
+0.4% +$1.4K 0.04% 136
2024
Q4 		$371K Sell
2,323
-44
-2% -$6.96K 0.05% 129
2024
Q3 		$359K Hold
2,367
– – 0.05% 119
2024
Q2 		$356K Buy
2,367
+126
+6% +$17.4K 0.05% 116
2024
Q1 		$303K Hold
2,241
– – 0.05% 115
2023
Q4 		$275K Hold
2,241
– – 0.05% 112
2023
Q3 		$235K Sell
2,241
-401
-15% -$43.6K 0.05% 113
2023
Q2 		$288K Buy
2,642
+846
+47% +$83.1K 0.05% 108
2023
Q1 		$167K Buy
1,796
+401
+29% +$33.7K 0.03% 143
2022
Q4 		$104K Sell
1,395
-82
-6% -$6.27K 0.02% 169
2022
Q3 		$108K Hold
1,477
– – 0.03% 161
2022
Q2 		$118K Hold
1,477
– – 0.03% 181
2022
Q1 		$152K Hold
1,477
– – 0.04% 168
2021
Q4 		$170K Hold
1,477
– – 0.04% 156
2021
Q3 		$150K Sell
1,477
-394
-21% -$41.1K 0.04% 165
2021
Q2 		$186K Buy
1,871
+35
+2% +$3.26K 0.05% 139
2021
Q1 		$161K Buy
1,836
+344
+23% +$30.1K 0.05% 136
2020
Q4 		$127K Hold
1,492
– – 0.04% 146
2020
Q3 		$112K Hold
1,492
– – 0.04% 138
2020
Q2 		$101K Buy
1,492
+272
+22% +$16.4K 0.04% 139
2020
Q1 		$62K Buy
+1,220
New +$70.7K 0.03% 183

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 22.9% 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

HHM Wealth Advisors's IYW Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,475 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #153.

HHM Wealth Advisors first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. The position peaked at $404K in Q2 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • HHM Wealth Advisors held 1,475 shares of iShares US Technology ETF worth $372K as of Q2 2026.
  • HHM Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • HHM Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's iShares US Technology ETF position peaked at $404K in Q2 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.