Highland Investment Advisors LLC’s iShares US Technology ETF IYW Stock Holding History

Highland Investment Advisors LLC’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	$12.9K	Buy	+51	New	+$11.7K	0.01%	327

Other funds holding IYW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Highland Investment Advisors LLC's IYW Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 51 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

1,143 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Highland Investment Advisors LLC held 51 shares of iShares US Technology ETF worth $12.9K as of Q2 2026.
iShares US Technology ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares US Technology ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #327 holding.
1,143 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.