JWA
IYW icon

JFS Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

JFS Wealth 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 		$936K Hold
3,710
– – 0.05% 177
2026
Q1 		$673K Sell
3,710
-114
-3% -$22K 0.04% 202
2025
Q4 		$764K Sell
3,824
-5,278
-58% -$1.06M 0.04% 182
2025
Q3 		$1.78M Sell
9,102
-7,504
-45% -$1.37M 0.1% 114
2025
Q2 		$2.88M Sell
16,606
-598
-3% -$90.6K 0.18% 75
2025
Q1 		$2.42M Buy
17,204
+1,116
+7% +$174K 0.16% 80
2024
Q4 		$2.57M Buy
16,088
+257
+2% +$40.7K 0.18% 75
2024
Q3 		$2.4M Buy
15,831
+366
+2% +$53.8K 0.16% 85
2024
Q2 		$2.33M Buy
15,465
+2,549
+20% +$352K 0.18% 75
2024
Q1 		$1.74M Buy
12,916
+1,974
+18% +$257K 0.14% 84
2023
Q4 		$1.34M Buy
10,942
+2,394
+28% +$271K 0.11% 97
2023
Q3 		$897K Buy
8,548
+319
+4% +$34.7K 0.08% 116
2023
Q2 		$896K Buy
8,229
+81
+1% +$7.96K 0.08% 116
2023
Q1 		$756K Hold
8,148
– – 0.07% 124
2022
Q4 		$607K Hold
8,148
– – 0.06% 143
2022
Q3 		$598K Hold
8,148
– – 0.07% 139
2022
Q2 		$651K Hold
8,148
– – 0.07% 127
2022
Q1 		$840K Hold
8,148
– – 0.08% 123
2021
Q4 		$936K Hold
8,148
– – 0.09% 124
2021
Q3 		$825K Buy
+8,148
New +$850K 0.08% 120

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

JFS Wealth Advisors's IYW Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 3,710 shares worth $936K. The position accounts for 0.05% of the portfolio, ranked #177.

JFS Wealth Advisors first reported a position in IYW in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.88M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • JFS Wealth Advisors held 3,710 shares of iShares US Technology ETF worth $936K as of Q2 2026.
  • JFS Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • JFS Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's iShares US Technology ETF position peaked at $2.88M in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.