Icon Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Icon Wealth Advisors’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	$3.93M	Sell	15,600 -308	-2%	-$70.7K	0.24%	69
2026 Q1	$3.44M	Sell	15,908 -16,679	-51%	-$3.22M	0.22%	72
2025 Q4	$6.51M	Buy	32,587 +419	+1%	+$83.8K	0.43%	45
2025 Q3	$6.3M	Sell	32,168 -73,416	-70%	-$13.4M	0.43%	47
2025 Q2	$18.3M	Sell	105,584 -3,059	-3%	-$464K	1.3%	18
2025 Q1	$15.3M	Buy	108,643 +11,901	+12%	+$1.85M	1.26%	17
2024 Q4	$15.4M	Sell	96,742 -4,454	-4%	-$705K	1.27%	20
2024 Q3	$15.3M	Sell	101,196 -5,122	-5%	-$753K	1.28%	19
2024 Q2	$15.6M	Sell	106,318 -5,628	-5%	-$778K	1.38%	15
2024 Q1	$15.1M	Buy	111,946 +9,874	+10%	+$1.29M	1.4%	15
2023 Q4	$12.5M	Buy	+102,072	New	+$11.6M	1.3%	15
2022 Q4	$5.46M	Buy	+73,295	New	+$5.61M	0.63%	37

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

Icon Wealth Advisors's IYW Position: Q2 2026 in Review

Icon Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 1.9% in Q2 2026, selling an estimated $70.7K and leaving 15,600 shares worth $3.93M. The position accounts for 0.24% of the portfolio, ranked #69.

Icon Wealth Advisors first reported a position in IYW in Q4 2022 and has held it in 12 quarters since. The position peaked at $18.3M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Icon Wealth Advisors held 15,600 shares of iShares US Technology ETF worth $3.93M as of Q2 2026.
Icon Wealth Advisors sold 308 iShares US Technology ETF shares in Q2 2026, an estimated $70.7K.
iShares US Technology ETF made up 0.24% of Icon Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Icon Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares US Technology ETF position peaked at $18.3M in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.