IEQ Capital’s iShares US Technology ETF IYW Stock Holding History

IEQ Capital’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	$8.31M	Buy	32,935 +365	+1%	+$83.8K	0.04%	377
2026 Q1	$5.91M	Hold	32,570	–	–	0.03%	471
2025 Q4	$6.5M	Buy	32,570 +2,684	+9%	+$537K	0.02%	458
2025 Q3	$5.85M	Buy	29,886 +9,042	+43%	+$1.65M	0.02%	449
2025 Q2	$3.61M	Buy	20,844 +166	+0.8%	+$25.2K	0.02%	503
2025 Q1	$2.9M	Hold	20,678	–	–	0.02%	494
2024 Q4	$3.3M	Hold	20,678	–	–	0.03%	376
2024 Q3	$3.14M	Hold	20,678	–	–	0.04%	282
2024 Q2	$3.11M	Hold	20,678	–	–	0.04%	251
2024 Q1	$2.79M	Hold	20,678	–	–	0.04%	260
2023 Q4	$2.54M	Sell	20,678 -1,139	-5%	-$129K	0.04%	252
2023 Q3	$2.29M	Hold	21,817	–	–	0.05%	242
2023 Q2	$2.38M	Buy	21,817 +12,299	+129%	+$1.21M	0.05%	239
2023 Q1	$883K	Buy	9,518 +1,140	+14%	+$95.7K	0.02%	419
2022 Q4	$624K	Buy	+8,378	New	+$641K	0.02%	457

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

IEQ Capital's IYW Position: Q2 2026 in Review

IEQ Capital increased its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, buying an estimated $83.8K and bringing the position to 32,935 shares worth $8.31M. The position accounts for 0.04% of the portfolio, ranked #377.

IEQ Capital first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

IEQ Capital held 32,935 shares of iShares US Technology ETF worth $8.31M as of Q2 2026.
IEQ Capital bought 365 iShares US Technology ETF shares in Q2 2026, an estimated $83.8K.
iShares US Technology ETF made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #377 holding.
IEQ Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.