HGWM
IYW icon

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

Horst & Graben 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 		$4.44M Sell
17,838
-116
-0.6% -$26.6K 0.58% 32
2026
Q1 		$3.92M Sell
17,954
-489
-3% -$94.5K 0.54% 36
2025
Q4 		$3.68M Sell
18,443
-281
-2% -$56.2K 0.56% 35
2025
Q3 		$3.67M Sell
18,724
-62,013
-77% -$11.3M 0.56% 36
2025
Q2 		$14M Sell
80,737
-3,886
-5% -$589K 2.32% 14
2025
Q1 		$11.9M Buy
84,623
+536
+0.6% +$83.5K 2.13% 13
2024
Q4 		$13.4M Sell
84,087
-5,907
-7% -$935K 2.39% 14
2024
Q3 		$13.6M Sell
89,994
-2,238
-2% -$329K 2.45% 14
2024
Q2 		$13.9M Sell
92,232
-1,979
-2% -$273K 2.65% 11
2024
Q1 		$12.7M Sell
94,211
-544
-0.6% -$70.8K 2.59% 13
2023
Q4 		$11.6M Buy
94,755
+24,710
+35% +$2.8M 2.56% 12
2023
Q3 		$7.35M Sell
70,045
-62,688
-47% -$6.82M 1.81% 14
2023
Q2 		$14.5M Buy
132,733
+7,339
+6% +$721K 3.45% 10
2023
Q1 		$11.6M Buy
125,394
+60,467
+93% +$5.07M 2.89% 13
2022
Q4 		$4.84M Buy
+64,927
New +$4.97M 1.27% 17
2022
Q2 		– Sell
-35,268
Closed -$3.63M – 138
2022
Q1 		$3.63M Sell
35,268
-7,022
-17% -$717K 0.89% 24
2021
Q4 		$4.86M Sell
42,290
-7,871
-16% -$874K 1.21% 22
2021
Q3 		$5.08M Buy
+50,161
New +$5.23M 1.4% 20

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

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

Horst & Graben Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.65% in Q2 2026, selling an estimated $26.6K and leaving 17,838 shares worth $4.44M. The position accounts for 0.58% of the portfolio, ranked #32.

Horst & Graben Wealth Management first reported a position in IYW in Q3 2021 and has held it in 18 quarters since. The position peaked at $14.5M in Q2 2023. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Horst & Graben Wealth Management held 17,838 shares of iShares US Technology ETF worth $4.44M as of Q2 2026.
  • Horst & Graben Wealth Management sold 116 iShares US Technology ETF shares in Q2 2026, an estimated $26.6K.
  • iShares US Technology ETF made up 0.58% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Horst & Graben Wealth Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 18 quarters since.
  • Horst & Graben Wealth Management's iShares US Technology ETF position peaked at $14.5M in Q2 2023.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.