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

Inscription 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 		$4.68M Buy
18,570
+503
+3% +$116K 0.42% 45
2026
Q1 		$3.28M Buy
18,067
+555
+3% +$107K 0.34% 49
2025
Q4 		$3.5M Buy
17,512
+854
+5% +$171K 0.36% 45
2025
Q3 		$3.26M Sell
16,658
-1,598
-9% -$292K 0.35% 45
2025
Q2 		$3.16M Buy
+18,256
New +$2.77M 0.46% 40
2024
Q3 		$1.13M Buy
+7,475
New +$1.1M 0.17% 99
2021
Q3 		– Sell
-12,632
Closed -$1.26M – 311
2021
Q2 		$1.26M Buy
+12,632
New +$1.18M 0.14% 116

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

Inscription Capital's IYW Position: Q2 2026 in Review

Inscription Capital increased its iShares US Technology ETF (IYW) stake by 2.8% in Q2 2026, buying an estimated $116K and bringing the position to 18,570 shares worth $4.68M. The position accounts for 0.42% of the portfolio, ranked #45.

Inscription Capital first reported a position in IYW in Q2 2021 and has held it in 7 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Inscription Capital held 18,570 shares of iShares US Technology ETF worth $4.68M as of Q2 2026.
  • Inscription Capital bought 503 iShares US Technology ETF shares in Q2 2026, an estimated $116K.
  • iShares US Technology ETF made up 0.42% of Inscription Capital's portfolio in Q2 2026, its #45 holding.
  • Inscription Capital first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 7 quarters since.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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