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Independent Solutions Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Independent Solutions Wealth Management’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 		– Sell
-3,511
Closed -$637K – 200
2026
Q1 		$637K Buy
3,511
+1,052
+43% +$203K 0.09% 130
2025
Q4 		$491K Buy
2,459
+531
+28% +$106K 0.09% 123
2025
Q3 		$378K Buy
+1,928
New +$353K 0.07% 139

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Independent Solutions Wealth Management's IYW Position: Q2 2026 in Review

Independent Solutions Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 3,511 shares — an estimated $637K sold.

Independent Solutions Wealth Management first reported a position in IYW in Q3 2025 and held it in 3 quarters. The position peaked at $637K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Independent Solutions Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,511 iShares US Technology ETF shares in Q2 2026, an estimated $637K.
  • Independent Solutions Wealth Management first reported a position in iShares US Technology ETF in Q3 2025 and held it in 3 quarters.
  • Independent Solutions Wealth Management's iShares US Technology ETF position peaked at $637K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.