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JB Capital’s iShares US Technology ETF IYW Stock Holding History

JB 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
Q2 		$946K Buy
3,752
+186
+5% +$42.7K 0.03% 146
2026
Q1 		$647K Sell
3,566
-4,271
-54% -$825K 0.03% 165
2025
Q4 		$1.56M Buy
7,837
+952
+14% +$190K 0.06% 122
2025
Q3 		$1.35M Sell
6,885
-222,513
-97% -$40.7M 0.06% 124
2025
Q2 		$39.7M Sell
229,398
-52,115
-19% -$7.9M 1.93% 12
2025
Q1 		$39.5M Buy
281,513
+19,592
+7% +$3.05M 2.18% 9
2024
Q4 		$41.8M Sell
261,921
-8,110
-3% -$1.28M 2.34% 10
2024
Q3 		$40.9M Sell
270,031
-27,003
-9% -$3.97M 2.35% 10
2024
Q2 		$44.7M Sell
297,034
-1,706
-0.6% -$236K 2.8% 8
2024
Q1 		$40.3M Buy
298,740
+28,559
+11% +$3.72M 2.69% 9
2023
Q4 		$33.2M Buy
270,181
+86,031
+47% +$9.75M 2.45% 7
2023
Q3 		$19.3M Sell
184,150
-189,803
-51% -$20.6M 1.63% 13
2023
Q2 		$40.7M Buy
373,953
+14,247
+4% +$1.4M 3.44% 8
2023
Q1 		$33.4M Buy
359,706
+90,182
+33% +$7.57M 3.05% 10
2022
Q4 		$20.1M Buy
+269,524
New +$20.6M 1.97% 8

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 22.9% 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

JB Capital's IYW Position: Q2 2026 in Review

JB Capital increased its iShares US Technology ETF (IYW) stake by 5.2% in Q2 2026, buying an estimated $42.7K and bringing the position to 3,752 shares worth $946K. The position accounts for 0.03% of the portfolio, ranked #146.

JB Capital first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.7M in Q2 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • JB Capital held 3,752 shares of iShares US Technology ETF worth $946K as of Q2 2026.
  • JB Capital bought 186 iShares US Technology ETF shares in Q2 2026, an estimated $42.7K.
  • iShares US Technology ETF made up 0.03% of JB Capital's portfolio in Q2 2026, its #146 holding.
  • JB Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • JB Capital's iShares US Technology ETF position peaked at $44.7M in Q2 2024.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.