Insigneo Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Insigneo Advisory Services’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	$1.71M	Buy	6,797 +3,518	+107%	+$808K	0.06%	211
2026 Q1	$595K	Sell	3,279 -225	-6%	-$43.5K	0.04%	333
2025 Q4	$700K	Sell	3,504 -398	-10%	-$79.6K	0.05%	281
2025 Q3	$764K	Sell	3,902 -1,362	-26%	-$249K	0.05%	257
2025 Q2	$912K	Sell	5,264 -608	-10%	-$92.2K	0.08%	201
2025 Q1	$825K	Sell	5,872 -75	-1%	-$11.7K	0.09%	197
2024 Q4	$949K	Buy	5,947 +4,535	+321%	+$718K	0.1%	170
2024 Q3	$214K	Buy	+1,412	New	+$208K	0.02%	539

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 22.9% 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

Insigneo Advisory Services's IYW Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares US Technology ETF (IYW) stake by 107% in Q2 2026, buying an estimated $808K and bringing the position to 6,797 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #211.

Insigneo Advisory Services first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Insigneo Advisory Services held 6,797 shares of iShares US Technology ETF worth $1.71M as of Q2 2026.
Insigneo Advisory Services bought 3,518 iShares US Technology ETF shares in Q2 2026, an estimated $808K.
iShares US Technology ETF made up 0.06% of Insigneo Advisory Services's portfolio in Q2 2026, its #211 holding.
Insigneo Advisory Services first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.