International Assets Investment Management’s iShares US Technology ETF IYW Stock Holding History

International Assets Investment 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	$2.49M	Buy	9,994 +824	+9%	+$189K	0.15%	126
2026 Q1	$1.69M	Sell	9,170 -185	-2%	-$35.8K	0.12%	164
2025 Q4	$1.87M	Buy	9,355 +3,180	+51%	+$636K	0.13%	138
2025 Q3	$1.06M	Buy	6,175 +100	+2%	+$18.3K	0.09%	229
2025 Q2	$1.05M	Sell	6,075 -21,617	-78%	-$3.28M	0.08%	228
2025 Q1	$3.89M	Buy	27,692 +5,299	+24%	+$825K	0.34%	51
2024 Q4	$3.57M	Sell	22,393 -3,167,763	-99%	-$501M	0.3%	53
2024 Q3	$21K	Buy	3,190,156 +3,179,355	+29,436%	+$468M	0.06%	268
2024 Q2	$1.63M	Buy	10,801 +856	+9%	+$118K	0.15%	129
2024 Q1	$1.35M	Buy	9,945 +614	+7%	+$79.9K	0.14%	155
2023 Q4	$1.15M	Buy	9,331 +902	+11%	+$102K	0.15%	152
2023 Q3	$875K	Buy	8,429 +288	+4%	+$31.3K	0.12%	162
2023 Q2	$886K	Sell	8,141 -3,928	-33%	-$386K	0.12%	168
2023 Q1	$1.12M	Sell	12,069 -10,496	-47%	-$881K	0.16%	125
2022 Q4	$1.68M	Buy	22,565 +5,495	+32%	+$420K	0.17%	123
2022 Q3	$1.25M	Buy	17,070 +3,880	+29%	+$329K	0.27%	84
2022 Q2	$1.05K	Sell	13,190 -394	-3%	-$34.9K	0.09%	108
2022 Q1	$1.4M	Buy	13,584 +518	+4%	+$52.9K	0.25%	90
2021 Q4	$1.5M	Sell	13,066 -282	-2%	-$31.3K	0.26%	89
2021 Q3	$1.35M	Sell	13,348 -1,239	-8%	-$129K	0.24%	95
2021 Q2	$1.45M	Sell	14,587 -20,045	-58%	-$1.87M	0.27%	83
2021 Q1	$2.99M	Buy	34,632 +16,888	+95%	+$1.48M	0.28%	68
2020 Q4	$1.51M	Sell	17,744 -4,456	-20%	-$356K	0.27%	63
2020 Q3	$1.67M	Sell	22,200 -240	-1%	-$17.5K	0.42%	46
2020 Q2	$1.51M	Sell	22,440 -3,480	-13%	-$210K	0.36%	55
2020 Q1	$1.32M	Buy	+25,920	New	+$1.5M	0.4%	47

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

International Assets Investment Management's IYW Position: Q2 2026 in Review

International Assets Investment Management increased its iShares US Technology ETF (IYW) stake by 9% in Q2 2026, buying an estimated $189K and bringing the position to 9,994 shares worth $2.49M. The position accounts for 0.15% of the portfolio, ranked #126.

International Assets Investment Management first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.89M in Q1 2025. 731 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

International Assets Investment Management held 9,994 shares of iShares US Technology ETF worth $2.49M as of Q2 2026.
International Assets Investment Management bought 824 iShares US Technology ETF shares in Q2 2026, an estimated $189K.
iShares US Technology ETF made up 0.15% of International Assets Investment Management's portfolio in Q2 2026, its #126 holding.
International Assets Investment Management first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
International Assets Investment Management's iShares US Technology ETF position peaked at $3.89M in Q1 2025.
731 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.