Institute for Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Institute for 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	$39.4K	Buy	+156	New	+$35.8K	﹤0.01%	936
2021 Q2	–	Sell	-9,880	Closed	-$866K	–	498
2021 Q1	$866K	Sell	9,880 -5,794	-37%	-$508K	0.16%	167
2020 Q4	$1.33M	Buy	15,674 +10	+0.1%	+$799	0.27%	96
2020 Q3	$1.18M	Sell	15,664 -2,208	-12%	-$161K	0.27%	97
2020 Q2	$1.21M	Buy	17,872 +1,900	+12%	+$115K	0.3%	89
2020 Q1	$816K	Sell	15,972 -5,020	-24%	-$291K	0.25%	108
2019 Q4	$1.22M	Sell	20,992 -1,080	-5%	-$58.7K	0.28%	98
2019 Q3	$1.13M	Sell	22,072 -580	-3%	-$29.5K	0.28%	98
2019 Q2	$1.12M	Buy	+22,652	New	+$1.11M	0.25%	119
2014 Q2	–	Sell	-98,932	Closed	-$2.25M	–	68
2014 Q1	$2.25M	Buy	98,932 +9,548	+11%	+$213K	1.93%	19
2013 Q4	$1.98M	Sell	89,384 -156,516	-64%	-$3.26M	1.42%	24
2013 Q3	$4.84M	Buy	245,900 +92,972	+61%	+$1.81M	3.33%	13
2013 Q2	$2.81M	Buy	+152,928	New	+$2.84M	2.26%	19

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

Institute for Wealth Management's IYW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 156 shares worth $39.4K. The stake represents ﹤0.01% of the portfolio and ranks #936 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IYW as recently as Q1 2021.

Institute for Wealth Management first reported a position in IYW in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.84M in Q3 2013. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Institute for Wealth Management held 156 shares of iShares US Technology ETF worth $39.4K as of Q2 2026.
iShares US Technology ETF was a new Institute for Wealth Management position in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #936 holding.
Institute for Wealth Management first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 13 quarters since.
Institute for Wealth Management's iShares US Technology ETF position peaked at $4.84M in Q3 2013.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.