J. Safra Asset Management’s iShares US Technology ETF IYW Stock Holding History

J. Safra Asset 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	$12.1M	Hold	47,904	–	–	0.56%	27
2026 Q1	$8.69M	Hold	47,904	–	–	0.47%	28
2025 Q4	$9.57M	Hold	47,904	–	–	0.5%	27
2025 Q3	$9.38M	Hold	47,904	–	–	0.57%	23
2025 Q2	$8.3M	Hold	47,904	–	–	0.58%	23
2025 Q1	$6.73M	Hold	47,904	–	–	0.55%	23
2024 Q4	$7.71M	Hold	47,904	–	–	0.63%	22
2024 Q3	$7.23M	Hold	47,904	–	–	0.69%	20
2024 Q2	$7.21M	Hold	47,904	–	–	0.73%	17
2024 Q1	$6.47M	Hold	47,904	–	–	0.73%	17
2023 Q4	$5.88M	Hold	47,904	–	–	0.83%	15
2023 Q3	$5.03M	Hold	47,904	–	–	0.73%	15
2023 Q2	$5.22M	Hold	47,904	–	–	0.72%	15
2023 Q1	$4.45M	Buy	+47,904	New	+$4.02M	0.7%	16
2022 Q4	–	Sell	-47,000	Closed	-$3.51M	–	83
2022 Q3	$3.51M	Buy	47,000 +23,000	+96%	+$1.95M	0.56%	15
2022 Q2	$2.45M	Sell	24,000 -23,000	-49%	-$2.04M	0.38%	16
2022 Q1	$4.94M	Sell	47,000 -1,000	-2%	-$102K	0.67%	11
2021 Q4	$5.5M	Buy	48,000 +96	+0.2%	+$10.7K	0.74%	8
2021 Q3	$4.85M	Hold	47,904	–	–	1.17%	7
2021 Q2	$4.11M	Hold	47,904	–	–	1.98%	6
2021 Q1	$4.2M	Hold	47,904	–	–	1.96%	6
2020 Q4	$4.08M	Hold	47,904	–	–	2.11%	5
2020 Q3	$3.61M	Hold	47,904	–	–	2.09%	6
2020 Q2	$3.17M	Hold	47,904	–	–	2.38%	4
2020 Q1	$2.45M	Hold	47,904	–	–	3%	4
2019 Q4	$2.78M	Buy	+47,904	New	+$2.61M	2.85%	5
2016 Q4	$9.2M	Buy	+305,868	New	+$9.12M	17.45%	2

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

J. Safra Asset Management's IYW Position: Q2 2026 in Review

J. Safra Asset Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 47,904 shares worth $12.1M. The position accounts for 0.56% of the portfolio, ranked #27.

J. Safra Asset Management first reported a position in IYW in Q4 2016 and has held it in 27 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

J. Safra Asset Management held 47,904 shares of iShares US Technology ETF worth $12.1M as of Q2 2026.
J. Safra Asset Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.56% of J. Safra Asset Management's portfolio in Q2 2026, its #27 holding.
J. Safra Asset Management first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 27 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.