HP
IYW icon

Holistic Planning’s iShares US Technology ETF IYW Stock Holding History

Holistic Planning’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 		$379K Sell
1,502
-112
-7% -$25.7K 0.06% 243
2026
Q1 		$293K Buy
1,614
+470
+41% +$90.8K 0.06% 238
2025
Q4 		$228K Buy
+1,144
New +$229K 0.05% 254

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

Holistic Planning's IYW Position: Q2 2026 in Review

Holistic Planning reduced its iShares US Technology ETF (IYW) stake by 6.9% in Q2 2026, selling an estimated $25.7K and leaving 1,502 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #243.

Holistic Planning first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Holistic Planning held 1,502 shares of iShares US Technology ETF worth $379K as of Q2 2026.
  • Holistic Planning sold 112 iShares US Technology ETF shares in Q2 2026, an estimated $25.7K.
  • iShares US Technology ETF made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #243 holding.
  • Holistic Planning first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.