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HT Partners’s iShares US Technology ETF IYW Stock Holding History

HT Partners’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 		$659K Hold
2,612
– – 0.18% 33
2026
Q1 		$474K Hold
2,612
– – 0.14% 35
2025
Q4 		$522K Hold
2,612
– – 0.16% 34
2025
Q3 		$512K Hold
2,612
– – 0.16% 34
2025
Q2 		$453K Hold
2,612
– – 0.14% 33
2025
Q1 		$367K Hold
2,612
– – 0.13% 35
2024
Q4 		$417K Hold
2,612
– – 0.14% 33
2024
Q3 		$396K Hold
2,612
– – 0.14% 33
2024
Q2 		$393K Hold
2,612
– – 0.14% 32
2024
Q1 		$353K Hold
2,612
– – 0.13% 36
2023
Q4 		$321K Hold
2,612
– – 0.13% 37
2023
Q3 		$274K Hold
2,612
– – 0.08% 38
2023
Q2 		$284K Hold
2,612
– – 0.08% 41
2023
Q1 		$242K Buy
+2,612
New +$219K 0.07% 46
2022
Q3 		– Sell
-2,612
Closed -$209K – 46
2022
Q2 		$209K Hold
2,612
– – 0.08% 48
2022
Q1 		$269K Hold
2,612
– – 0.08% 44
2021
Q4 		$300K Hold
2,612
– – 0.09% 41
2021
Q3 		$264K Hold
2,612
– – 0.08% 44
2021
Q2 		$260K Hold
2,612
– – 0.08% 45
2021
Q1 		$229K Hold
2,612
– – 0.08% 43
2020
Q4 		$222K Sell
2,612
-220
-8% -$17.6K 0.07% 42
2020
Q3 		$213K Buy
+2,832
New +$207K 0.08% 33
2016
Q2 		– Sell
-12,752
Closed -$347K – 21
2016
Q1 		$347K Sell
12,752
-100,000
-89% -$2.53M 0.2% 14
2015
Q4 		$2.94M Hold
112,752
– – 1.9% 16
2015
Q3 		$2.77M Sell
112,752
-196
-0.2% -$5.06K 1.85% 10
2015
Q2 		$2.96M Sell
112,948
-3,356
-3% -$90.5K 1.61% 21
2015
Q1 		$3.03M Sell
116,304
-145,224
-56% -$3.82M 1.64% 20
2014
Q4 		$6.83M Sell
261,528
-356,704
-58% -$9.1M 4.3% 8
2014
Q3 		$15.3M Buy
618,232
+159,572
+35% +$3.99M 7.76% 8
2014
Q2 		$11.2M Sell
458,660
-247,784
-35% -$5.72M 5.86% 6
2014
Q1 		$16.1M Buy
706,444
+227,836
+48% +$5.08M 10.51% 4
2013
Q4 		$10.6M Buy
478,608
+1,000
+0.2% +$20.8K 6.76% 4
2013
Q3 		$9.41M Buy
477,608
+181,008
+61% +$3.52M 6.08% 6
2013
Q2 		$5.46M Buy
+296,600
New +$5.51M 4.66% 10

Other funds holding IYW

HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

HT Partners's IYW Position: Q2 2026 in Review

HT Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,612 shares worth $659K. The position accounts for 0.18% of the portfolio, ranked #33.

HT Partners first reported a position in IYW in Q2 2013 and has held it in 34 quarters since. The position peaked at $16.1M in Q1 2014. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • HT Partners held 2,612 shares of iShares US Technology ETF worth $659K as of Q2 2026.
  • HT Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.18% of HT Partners's portfolio in Q2 2026, its #33 holding.
  • HT Partners first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 34 quarters since.
  • HT Partners's iShares US Technology ETF position peaked at $16.1M in Q1 2014.
  • 232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.