JWCA
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J.W. Cole Advisors’s iShares US Technology ETF IYW Stock Holding History

J.W. Cole Advisors’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 		$15.4M Buy
+60,936
New +$14M 0.26% 72
2026
Q1 		– Sell
-61,274
Closed -$11.6M – 1143
2025
Q4 		$11.6M Buy
61,274
+1,267
+2% +$253K 0.28% 65
2025
Q3 		$11.8M Buy
60,007
+2,665
+5% +$488K 0.22% 85
2025
Q2 		$9.94M Buy
57,342
+3,225
+6% +$489K 0.21% 100
2025
Q1 		$7.6M Sell
54,117
-57,725
-52% -$8.99M 0.24% 85
2024
Q4 		$17.8M Sell
111,842
-83,138
-43% -$13.2M 0.72% 20
2024
Q3 		$29.6M Sell
194,980
-53,902
-22% -$7.93M 1.24% 10
2024
Q2 		$37.5M Buy
248,882
+103,915
+72% +$14.4M 1.76% 8
2024
Q1 		$19.6M Buy
144,967
+129,838
+858% +$16.9M 0.99% 16
2023
Q4 		$1.86M Buy
15,129
+5,996
+66% +$679K 0.11% 200
2023
Q3 		$958K Buy
9,133
+955
+12% +$104K 0.07% 263
2023
Q2 		$890K Sell
8,178
-30,537
-79% -$3M 0.06% 286
2023
Q1 		$3.59M Buy
38,715
+29,435
+317% +$2.47M 0.26% 96
2022
Q4 		$691K Sell
9,280
-911
-9% -$69.7K 0.05% 338
2022
Q3 		$748K Buy
10,191
+246
+2% +$20.9K 0.06% 309
2022
Q2 		$795K Buy
9,945
+2,121
+27% +$188K 0.06% 303
2022
Q1 		$806K Sell
7,824
-13,917
-64% -$1.42M 0.05% 331
2021
Q4 		$2.5M Buy
+21,741
New +$2.41M 0.16% 152
2021
Q3 		– Sell
-9,094
Closed -$904K – 633
2021
Q2 		$904K Sell
9,094
-464
-5% -$43.3K 0.07% 289
2021
Q1 		$838K Buy
9,558
+284
+3% +$24.9K 0.08% 272
2020
Q4 		$789K Sell
9,274
-5,302
-36% -$424K 0.08% 255
2020
Q3 		$1.1M Buy
+14,576
New +$1.06M 0.08% 236
2020
Q1 		– Sell
-6,840
Closed -$398K – 318
2019
Q4 		$398K Buy
+6,840
New +$372K 0.05% 351

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

J.W. Cole Advisors's IYW Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 60,936 shares worth $15.4M. The stake represents 0.26% of the portfolio and ranks #72 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYW as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYW in Q4 2019 and has held it in 23 quarters since. The position peaked at $37.5M in Q2 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • J.W. Cole Advisors held 60,936 shares of iShares US Technology ETF worth $15.4M as of Q2 2026.
  • iShares US Technology ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Technology ETF made up 0.26% of J.W. Cole Advisors's portfolio in Q2 2026, its #72 holding.
  • J.W. Cole Advisors first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 23 quarters since.
  • J.W. Cole Advisors's iShares US Technology ETF position peaked at $37.5M in Q2 2024.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.