Jackson Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Jackson Wealth 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	$672K	Sell	2,666 -51,423	-95%	-$11.8M	0.4%	37
2026 Q1	$9.81M	Buy	54,089 +148	+0.3%	+$28.6K	1.01%	27
2025 Q4	$10.8M	Buy	53,941 +2,383	+5%	+$477K	1.05%	27
2025 Q3	$10.1M	Buy	51,558 +308	+0.6%	+$56.3K	1.01%	30
2025 Q2	$8.88M	Sell	51,250 -265	-0.5%	-$40.2K	0.97%	25
2025 Q1	$7.24M	Buy	51,515 +1,105	+2%	+$172K	0.88%	30
2024 Q4	$8.04M	Buy	50,410 +8,367	+20%	+$1.32M	0.91%	28
2024 Q3	$6.38M	Buy	42,043 +16,977	+68%	+$2.5M	0.76%	38
2024 Q2	$3.77M	Sell	25,066 -17,856	-42%	-$2.47M	0.81%	33
2024 Q1	$5.8M	Buy	42,922 +752	+2%	+$97.9K	0.72%	37
2023 Q4	$5.18M	Sell	42,170 -111	-0.3%	-$12.6K	0.68%	34
2023 Q3	$4.44M	Buy	+42,281	New	+$4.6M	0.63%	38
2021 Q1	–	Sell	-4,167	Closed	-$355K	–	129
2020 Q4	$355K	Sell	4,167 -9	-0.2%	-$719	0.05%	122
2020 Q3	$314K	Buy	+4,176	New	+$305K	0.05%	115

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

Jackson Wealth Management's IYW Position: Q2 2026 in Review

Jackson Wealth Management reduced its iShares US Technology ETF (IYW) stake by 95% in Q2 2026, selling an estimated $11.8M and leaving 2,666 shares worth $672K. The position accounts for 0.4% of the portfolio, ranked #37.

Jackson Wealth Management first reported a position in IYW in Q3 2020 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Jackson Wealth Management held 2,666 shares of iShares US Technology ETF worth $672K as of Q2 2026.
Jackson Wealth Management sold 51,423 iShares US Technology ETF shares in Q2 2026, an estimated $11.8M.
iShares US Technology ETF made up 0.4% of Jackson Wealth Management's portfolio in Q2 2026, its #37 holding.
Jackson Wealth Management first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 14 quarters since.
Jackson Wealth Management's iShares US Technology ETF position peaked at $10.8M in Q4 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.