Investor's Fiduciary Advisor Network’s iShares US Technology ETF IYW Stock Holding History

Investor's Fiduciary Advisor Network’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	$338K	Sell	1,340 -349	-21%	-$80.2K	0.11%	154
2026 Q1	$306K	Sell	1,689 -11,390	-87%	-$2.2M	0.09%	209
2025 Q4	$2.61M	Buy	13,079 +11,389	+674%	+$2.28M	0.56%	38
2025 Q3	$331K	Sell	1,690 -2,442	-59%	-$447K	0.11%	185
2025 Q2	$715K	Sell	4,132 -718	-15%	-$109K	0.27%	99
2025 Q1	$681K	Sell	4,850 -605	-11%	-$94.2K	0.32%	80
2024 Q4	$870K	Buy	+5,455	New	+$863K	0.33%	77

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

Investor's Fiduciary Advisor Network's IYW Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares US Technology ETF (IYW) stake by 21% in Q2 2026, selling an estimated $80.2K and leaving 1,340 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #154.

Investor's Fiduciary Advisor Network first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Investor's Fiduciary Advisor Network held 1,340 shares of iShares US Technology ETF worth $338K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 349 iShares US Technology ETF shares in Q2 2026, an estimated $80.2K.
iShares US Technology ETF made up 0.11% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #154 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's iShares US Technology ETF position peaked at $2.61M in Q4 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.