Independent Advisor Alliance’s iShares US Technology ETF IYW Stock Holding History

Independent Advisor Alliance’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	$421K	Sell	1,670 -29,128	-95%	-$6.69M	0.01%	728
2026 Q1	$5.59M	Buy	30,798 +29,020	+1,632%	+$5.61M	0.06%	291
2025 Q4	$355K	Buy	1,778 +152	+9%	+$30.4K	0.01%	746
2025 Q3	$318K	Buy	1,626 +429	+36%	+$78.5K	0.01%	750
2025 Q2	$207K	Buy	+1,197	New	+$181K	0.01%	834
2025 Q1	–	Sell	-22,249	Closed	-$3.55M	–	1114
2024 Q4	$3.55M	Buy	+22,249	New	+$3.52M	0.05%	351
2020 Q1	–	Sell	-22,800	Closed	-$1.33M	–	654
2019 Q4	$1.33M	Buy	+22,800	New	+$1.24M	0.06%	309

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

Independent Advisor Alliance's IYW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares US Technology ETF (IYW) stake by 95% in Q2 2026, selling an estimated $6.69M and leaving 1,670 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #728.

Independent Advisor Alliance first reported a position in IYW in Q4 2019 and has held it in 7 quarters since. The position peaked at $5.59M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Independent Advisor Alliance held 1,670 shares of iShares US Technology ETF worth $421K as of Q2 2026.
Independent Advisor Alliance sold 29,128 iShares US Technology ETF shares in Q2 2026, an estimated $6.69M.
iShares US Technology ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #728 holding.
Independent Advisor Alliance first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 7 quarters since.
Independent Advisor Alliance's iShares US Technology ETF position peaked at $5.59M in Q1 2026.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.