IFP Advisors’s iShares US Technology ETF IYW Stock Holding History

IFP 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	$8.56M	Sell	33,944 -1,441	-4%	-$331K	0.15%	142
2026 Q1	$6.42M	Sell	35,385 -685	-2%	-$132K	0.13%	174
2025 Q4	$7.2M	Sell	36,070 -5,512	-13%	-$1.1M	0.16%	129
2025 Q3	$8.14M	Sell	41,582 -2,085	-5%	-$381K	0.21%	99
2025 Q2	$7.57M	Buy	43,667 +826	+2%	+$125K	0.22%	91
2025 Q1	$6.02M	Buy	42,841 +9,150	+27%	+$1.43M	0.19%	111
2024 Q4	$5.37M	Buy	33,691 +20,476	+155%	+$3.24M	0.18%	126
2024 Q3	$2M	Sell	13,215 -4,450	-25%	-$654K	0.07%	305
2024 Q2	$2.66M	Sell	17,665 -448	-2%	-$61.9K	0.11%	203
2024 Q1	$2.45M	Sell	18,113 -82	-0.5%	-$10.7K	0.11%	210
2023 Q4	$2.23M	Buy	18,195 +629	+4%	+$71.3K	0.11%	214
2023 Q3	$1.84M	Sell	17,566 -4,391	-20%	-$478K	0.08%	252
2023 Q2	$2.39M	Buy	21,957 +3,700	+20%	+$363K	0.1%	216
2023 Q1	$1.29M	Sell	18,257 -4,716	-21%	-$396K	0.06%	323
2022 Q4	$1.64M	Buy	22,973 +15,888	+224%	+$1.22M	0.04%	434
2022 Q3	$551K	Sell	7,085 -810	-10%	-$68.7K	0.01%	879
2022 Q2	$596K	Hold	7,895	–	–	0.02%	767
2022 Q1	$596K	Sell	7,895 -1,988	-20%	-$203K	0.02%	767
2021 Q4	$1.14M	Buy	9,883 +2,004	+25%	+$222K	0.02%	377
2021 Q3	$805K	Buy	7,879 +4,543	+136%	+$474K	0.02%	448
2021 Q2	$331K	Sell	3,336 -460	-12%	-$42.9K	0.01%	683
2021 Q1	$333K	Buy	3,796 +420	+12%	+$36.8K	0.01%	647
2020 Q4	$288K	Buy	3,376 +232	+7%	+$18.5K	0.01%	674
2020 Q3	$237K	Sell	3,144 -1,500	-32%	-$110K	0.01%	645
2020 Q2	$307K	Sell	4,644 -840	-15%	-$50.7K	0.02%	534
2020 Q1	$278K	Sell	5,484 -484	-8%	-$28.1K	0.03%	474
2019 Q4	$346K	Buy	5,968 +632	+12%	+$34.4K	0.03%	507
2019 Q3	$264K	Buy	+5,336	New	+$271K	0.02%	672
2019 Q1	$157K	Sell	3,316 -43,168	-93%	-$1.92M	0.02%	536
2018 Q4	$1.85M	Buy	46,484 +6,284	+16%	+$272K	0.11%	202
2018 Q3	$1.95M	Buy	40,200 +584	+1%	+$27.6K	0.08%	267
2018 Q2	$1.76M	Sell	39,616 -7,420	-16%	-$328K	0.07%	277
2018 Q1	$1.91M	Hold	47,036	–	–	0.09%	241
2017 Q4	$1.91M	Sell	47,036 -10,372	-18%	-$416K	0.09%	242
2017 Q3	$2.15M	Sell	57,408 -10,096	-15%	-$370K	0.09%	251
2017 Q2	$2.36M	Buy	67,504 +30,772	+84%	+$1.08M	0.1%	225
2017 Q1	$1.24M	Sell	36,732 -31,376	-46%	-$1.02M	0.05%	372
2016 Q4	$2.05M	Buy	68,108 +24,052	+55%	+$717K	0.1%	221
2016 Q3	$1.31M	Buy	44,056 +7,632	+21%	+$219K	0.07%	301
2016 Q2	$959K	Buy	36,424 +33,108	+998%	+$874K	0.05%	364
2016 Q1	$157K	Sell	3,316 -17,060	-84%	-$431K	0.02%	536
2015 Q4	$545K	Buy	+20,376	New	+$549K	0.04%	475

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

IFP Advisors's IYW Position: Q2 2026 in Review

IFP Advisors reduced its iShares US Technology ETF (IYW) stake by 4.1% in Q2 2026, selling an estimated $331K and leaving 33,944 shares worth $8.56M. The position accounts for 0.15% of the portfolio, ranked #142.

IFP Advisors first reported a position in IYW in Q4 2015 and has held it in 42 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

IFP Advisors held 33,944 shares of iShares US Technology ETF worth $8.56M as of Q2 2026.
IFP Advisors sold 1,441 iShares US Technology ETF shares in Q2 2026, an estimated $331K.
iShares US Technology ETF made up 0.15% of IFP Advisors's portfolio in Q2 2026, its #142 holding.
IFP Advisors first reported a position in iShares US Technology ETF in Q4 2015 and has held it in 42 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.