Jackson Square Capital’s iShares US Technology ETF IYW Stock Holding History

Jackson Square Capital’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 Q3	$296K	Buy	1,119 +61	+6%	+$15.2K	0.04%	127
2026 Q2	$267K	Buy	+1,058	New	+$243K	0.04%	127
2026 Q1	–	Sell	-1,058	Closed	-$211K	–	150
2025 Q4	$211K	Buy	+1,058	New	+$212K	0.04%	145
2025 Q2	–	Sell	-2,044	Closed	-$287K	–	156
2025 Q1	$287K	Buy	2,044 +368	+22%	+$57.3K	0.09%	116
2024 Q4	$267K	Buy	1,676 +233	+16%	+$36.9K	0.06%	133
2024 Q3	$219K	Buy	+1,443	New	+$212K	0.05%	132

Other funds holding IYW

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jackson Square Capital's IYW Position: Q3 2026 in Review

Jackson Square Capital increased its iShares US Technology ETF (IYW) stake by 5.8% in Q3 2026, buying an estimated $15.2K and bringing the position to 1,119 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #127.

Jackson Square Capital first reported a position in IYW in Q3 2024 and has held it in 6 quarters since. 367 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Jackson Square Capital held 1,119 shares of iShares US Technology ETF worth $296K as of Q3 2026.
Jackson Square Capital bought 61 iShares US Technology ETF shares in Q3 2026, an estimated $15.2K.
iShares US Technology ETF made up 0.04% of Jackson Square Capital's portfolio in Q3 2026, its #127 holding.
Jackson Square Capital first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 6 quarters since.
367 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.