IAG Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

IAG Wealth 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	$247K	Hold	978	–	–	0.02%	118
2026 Q1	$177K	Hold	978	–	–	0.02%	126
2025 Q4	$195K	Hold	978	–	–	0.02%	122
2025 Q3	$192K	Hold	978	–	–	0.02%	121
2025 Q2	$169K	Hold	978	–	–	0.02%	119
2025 Q1	$137K	Hold	978	–	–	0.02%	123
2024 Q4	$156K	Hold	978	–	–	0.03%	107
2024 Q3	$148K	Hold	978	–	–	0.03%	106
2024 Q2	$147K	Buy	+978	New	+$135K	0.03%	104

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

IAG Wealth Partners's IYW Position: Q2 2026 in Review

IAG Wealth Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 978 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #118.

IAG Wealth Partners first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

IAG Wealth Partners held 978 shares of iShares US Technology ETF worth $247K as of Q2 2026.
IAG Wealth Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #118 holding.
IAG Wealth Partners first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.