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Hobart Private Capital’s iShares US Technology ETF IYW Stock Holding History

Hobart Private Capital’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 		$261K Sell
1,036
-366
-26% -$84.1K 0.04% 126
2026
Q1 		$254K Sell
1,402
-232
-14% -$44.8K 0.05% 120
2025
Q4 		$326K Hold
1,634
– – 0.06% 107
2025
Q3 		$320K Sell
1,634
-67
-4% -$12.3K 0.07% 102
2025
Q2 		$295K Sell
1,701
-240
-12% -$36.4K 0.07% 99
2025
Q1 		$273K Sell
1,941
-1
-0.1% -$156 0.07% 87
2024
Q4 		$310K Hold
1,942
– – 0.08% 78
2024
Q3 		$294K Sell
1,942
-5
-0.3% -$735 0.08% 71
2024
Q2 		$293K Sell
1,947
-456
-19% -$63K 0.08% 68
2024
Q1 		$325K Sell
2,403
-55
-2% -$7.16K 0.1% 60
2023
Q4 		$302K Buy
2,458
+424
+21% +$48K 0.1% 54
2023
Q3 		$213K Sell
2,034
-1,930
-49% -$210K 0.08% 39
2023
Q2 		$432K Buy
3,964
+118
+3% +$11.6K 0.16% 30
2023
Q1 		$357K Sell
3,846
-110,323
-97% -$9.26M 0.14% 29
2022
Q4 		$8.5M Buy
114,169
+6,306
+6% +$482K 5.76% 6
2022
Q3 		$7.91M Buy
107,863
+221
+0.2% +$18.7K 5.68% 8
2022
Q2 		$8.61M Buy
107,642
+13,798
+15% +$1.22M 4.02% 9
2022
Q1 		$9.67M Buy
93,844
+22,979
+32% +$2.35M 3.73% 10
2021
Q4 		$8.14M Buy
+70,865
New +$7.87M 3.05% 14

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

Hobart Private Capital's IYW Position: Q2 2026 in Review

Hobart Private Capital reduced its iShares US Technology ETF (IYW) stake by 26% in Q2 2026, selling an estimated $84.1K and leaving 1,036 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #126.

Hobart Private Capital first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.67M in Q1 2022. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Hobart Private Capital held 1,036 shares of iShares US Technology ETF worth $261K as of Q2 2026.
  • Hobart Private Capital sold 366 iShares US Technology ETF shares in Q2 2026, an estimated $84.1K.
  • iShares US Technology ETF made up 0.04% of Hobart Private Capital's portfolio in Q2 2026, its #126 holding.
  • Hobart Private Capital first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • Hobart Private Capital's iShares US Technology ETF position peaked at $9.67M in Q1 2022.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.