Janney Montgomery Scott
IYW icon

Janney Montgomery Scott’s iShares US Technology ETF IYW Stock Holding History

Janney Montgomery Scott’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 		$51.4M Buy
+203,626
New +$46.8M 0.1% 204
2026
Q1 		– Sell
-203,191
Closed -$40.6M – 2911
2025
Q4 		$40.6M Sell
203,191
-12,169
-6% -$2.43M 0.09% 214
2025
Q3 		$42.2M Sell
215,360
-414,194
-66% -$75.8M 0.1% 198
2025
Q2 		$109M Buy
629,554
+8,714
+1% +$1.32M 0.29% 68
2025
Q1 		$87.2M Buy
620,840
+13,192
+2% +$2.05M 0.25% 89
2024
Q4 		$96.9M Sell
607,648
-15,948
-3% -$2.52M 0.27% 77
2024
Q3 		$94.5M Sell
623,596
-57,376
-8% -$8.44M 0.26% 81
2024
Q2 		$102M Sell
680,972
-1,282
-0.2% -$177K 0.31% 63
2024
Q1 		$92.1M Buy
682,254
+21,634
+3% +$2.82M 0.27% 73
2023
Q4 		$81.1M Buy
+660,620
New +$74.8M 0.26% 75
2023
Q3 		– Sell
-904,767
Closed -$98.5M – 2675
2023
Q2 		$98.5M Sell
904,767
-12,653
-1% -$1.24M 0.34% 66
2023
Q1 		$85.1M Buy
917,420
+107,845
+13% +$9.05M 0.35% 66
2022
Q4 		$60.3M Buy
809,575
+523,094
+183% +$40M 0.23% 96
2022
Q3 		$21M Buy
286,481
+33,604
+13% +$2.85M 0.09% 217
2022
Q2 		$20.3M Buy
252,877
+37,749
+18% +$3.34M 0.09% 214
2022
Q1 		$22.2M Buy
215,128
+10,774
+5% +$1.1M 0.09% 206
2021
Q4 		$23.5M Sell
204,354
-612
-0.3% -$67.9K 0.09% 207
2021
Q3 		$20.8M Buy
204,966
+6,848
+3% +$715K 0.09% 212
2021
Q2 		$19.7M Buy
198,118
+216
+0.1% +$20.1K 0.09% 213
2021
Q1 		$17.4M Sell
197,902
-2,264
-1% -$198K 0.08% 214
2020
Q4 		$17M Sell
200,166
-4,618
-2% -$369K 0.08% 228
2020
Q3 		$15.4M Sell
204,784
-2,316
-1% -$169K 0.09% 220
2020
Q2 		$14M Buy
207,100
+2,072
+1% +$125K 0.09% 231
2020
Q1 		$10.5M Buy
205,028
+15,336
+8% +$889K 0.08% 240
2019
Q4 		$11M Buy
189,692
+2,652
+1% +$144K 0.07% 268
2019
Q3 		$9.55M Buy
187,040
+8,992
+5% +$457K 0.07% 283
2019
Q2 		$8.81M Sell
178,048
-7,876
-4% -$385K 0.07% 290
2019
Q1 		$8.86M Buy
185,924
+5,784
+3% +$257K 0.07% 288
2018
Q4 		$7.2M Buy
180,140
+128,304
+248% +$5.56M 0.07% 295
2018
Q3 		$2.51M Buy
51,836
+17,416
+51% +$823K 0.02% 628
2018
Q2 		$1.53M Buy
34,420
+8
+0% +$354 0.01% 779
2018
Q1 		$1.45M Buy
34,412
+728
+2% +$31.3K 0.01% 801
2017
Q4 		$1.37M Sell
33,684
-768
-2% -$30.8K 0.01% 812
2017
Q3 		$1.29M Buy
34,452
+572
+2% +$21K 0.01% 803
2017
Q2 		$1.18M Buy
33,880
+12
+0% +$421 0.01% 800
2017
Q1 		$1.15M Buy
33,868
+1,628
+5% +$52.8K 0.02% 786
2016
Q4 		$969K Buy
32,240
+2,392
+8% +$71.3K 0.01% 787
2016
Q3 		$888K Sell
29,848
-33,192
-53% -$951K 0.02% 714
2016
Q2 		$1.66M Buy
63,040
+31,112
+97% +$821K 0.03% 314
2016
Q1 		$866K Sell
31,928
-15,456
-33% -$390K 0.02% 562
2015
Q4 		$1.27M Buy
47,384
+16,892
+55% +$455K 0.03% 478
2015
Q3 		$754K Sell
30,492
-4,324
-12% -$112K 0.02% 637
2015
Q2 		$911K Sell
34,816
-1,608
-4% -$43.4K 0.02% 837
2015
Q1 		$956K Sell
36,424
-19,604
-35% -$515K 0.02% 922
2014
Q4 		$1.46M Buy
56,028
+25,756
+85% +$657K 0.03% 679
2014
Q3 		$763K Sell
30,272
-3,796
-11% -$94.8K 0.02% 989
2014
Q2 		$825K Sell
34,068
-3,884
-10% -$89.7K 0.02% 933
2014
Q1 		$864K Sell
37,952
-3,988
-10% -$89K 0.02% 821
2013
Q4 		$927K Sell
41,940
-216
-0.5% -$4.5K 0.02% 762
2013
Q3 		$830K Buy
+42,156
New +$819K 0.02% 732

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

Janney Montgomery Scott's IYW Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 203,626 shares worth $51.4M. The stake represents 0.1% of the portfolio and ranks #204 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IYW as recently as Q4 2025.

Janney Montgomery Scott first reported a position in IYW in Q3 2013 and has held it in 50 quarters since. The position peaked at $109M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Janney Montgomery Scott held 203,626 shares of iShares US Technology ETF worth $51.4M as of Q2 2026.
  • iShares US Technology ETF was a new Janney Montgomery Scott position in Q2 2026.
  • iShares US Technology ETF made up 0.1% of Janney Montgomery Scott's portfolio in Q2 2026, its #204 holding.
  • Janney Montgomery Scott first reported a position in iShares US Technology ETF in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's iShares US Technology ETF position peaked at $109M in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.