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Johnson Investment Counsel’s iShares US Technology ETF IYW Stock Holding History

Johnson Investment Counsel’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 		$15.7M Sell
62,336
-423
-0.7% -$97.2K 0.11% 127
2026
Q1 		$11.4M Sell
62,759
-11,034
-15% -$2.13M 0.09% 135
2025
Q4 		$14.7M Buy
73,793
+15,492
+27% +$3.1M 0.12% 116
2025
Q3 		$11.4M Buy
58,301
+1,614
+3% +$295K 0.1% 125
2025
Q2 		$9.82M Buy
56,687
+5,429
+11% +$823K 0.09% 128
2025
Q1 		$7.2M Buy
51,258
+2,299
+5% +$358K 0.07% 135
2024
Q4 		$7.81M Buy
48,959
+4,618
+10% +$731K 0.08% 133
2024
Q3 		$6.72M Buy
44,341
+2,252
+5% +$331K 0.07% 140
2024
Q2 		$6.33M Sell
42,089
-1,537
-4% -$212K 0.07% 139
2024
Q1 		$5.89M Sell
43,626
-762
-2% -$99.2K 0.06% 146
2023
Q4 		$5.45M Sell
44,388
-150
-0.3% -$17K 0.06% 145
2023
Q3 		$4.67M Sell
44,538
-1,255
-3% -$136K 0.06% 150
2023
Q2 		$4.99M Sell
45,793
-1,624
-3% -$160K 0.06% 144
2023
Q1 		$4.4M Sell
47,417
-2,207
-4% -$185K 0.06% 156
2022
Q4 		$3.7M Sell
49,624
-913
-2% -$69.8K 0.05% 167
2022
Q3 		$3.71M Sell
50,537
-1,940
-4% -$165K 0.06% 155
2022
Q2 		$4.2M Buy
52,477
+725
+1% +$64.2K 0.06% 155
2022
Q1 		$5.33M Sell
51,752
-2,717
-5% -$277K 0.07% 148
2021
Q4 		$6.25M Buy
54,469
+590
+1% +$65.5K 0.08% 133
2021
Q3 		$5.46M Sell
53,879
-1,082
-2% -$113K 0.07% 142
2021
Q2 		$5.46M Sell
54,961
-3,964
-7% -$370K 0.08% 133
2021
Q1 		$5.17M Sell
58,925
-3,743
-6% -$328K 0.08% 133
2020
Q4 		$5.33M Sell
62,668
-1,300
-2% -$104K 0.09% 122
2020
Q3 		$4.82M Sell
63,968
-804
-1% -$58.7K 0.09% 121
2020
Q2 		$4.37M Sell
64,772
-1,484
-2% -$89.6K 0.09% 123
2020
Q1 		$3.39M Sell
66,256
-29,256
-31% -$1.7M 0.07% 129
2019
Q4 		$5.55M Sell
95,512
-1,768
-2% -$96.2K 0.1% 127
2019
Q3 		$4.97M Buy
97,280
+29,080
+43% +$1.48M 0.1% 126
2019
Q2 		$3.37M Sell
68,200
-5,472
-7% -$268K 0.07% 155
2019
Q1 		$3.51M Sell
73,672
-10,148
-12% -$451K 0.08% 152
2018
Q4 		$3.35M Sell
83,820
-1,840
-2% -$79.7K 0.08% 149
2018
Q3 		$4.15M Sell
85,660
-4,500
-5% -$213K 0.09% 136
2018
Q2 		$4.02M Sell
90,160
-5,680
-6% -$251K 0.1% 134
2018
Q1 		$4.03M Sell
95,840
-300
-0.3% -$12.9K 0.1% 123
2017
Q4 		$3.91M Sell
96,140
-1,480
-2% -$59.3K 0.1% 130
2017
Q3 		$3.66M Sell
97,620
-788
-0.8% -$28.9K 0.1% 134
2017
Q2 		$3.44M Buy
98,408
+3,200
+3% +$112K 0.1% 132
2017
Q1 		$3.22M Buy
95,208
+25,040
+36% +$813K 0.09% 137
2016
Q4 		$2.11M Buy
70,168
+2,392
+4% +$71.3K 0.06% 159
2016
Q3 		$2.02M Sell
67,776
-532
-0.8% -$15.2K 0.06% 161
2016
Q2 		$1.8M Sell
68,308
-7,596
-10% -$201K 0.06% 174
2016
Q1 		$2.06M Buy
75,904
+864
+1% +$21.8K 0.07% 155
2015
Q4 		$2.01M Buy
75,040
+4,940
+7% +$133K 0.07% 160
2015
Q3 		$1.73M Hold
70,100
– – 0.06% 171
2015
Q2 		$1.83M Sell
70,100
-300
-0.4% -$8.09K 0.06% 165
2015
Q1 		$1.85M Hold
70,400
– – 0.06% 167
2014
Q4 		$1.84M Sell
70,400
-340
-0.5% -$8.67K 0.06% 166
2014
Q3 		$1.78M Buy
70,740
+4,900
+7% +$122K 0.06% 157
2014
Q2 		$1.59M Buy
65,840
+1,200
+2% +$27.7K 0.06% 154
2014
Q1 		$1.47M Buy
64,640
+1,060
+2% +$23.7K 0.05% 155
2013
Q4 		$1.41M Buy
63,580
+900
+1% +$18.7K 0.05% 166
2013
Q3 		$1.23M Buy
62,680
+2,100
+3% +$40.8K 0.05% 170
2013
Q2 		$1.11M Buy
+60,580
New +$1.13M 0.05% 167

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

Johnson Investment Counsel's IYW Position: Q2 2026 in Review

Johnson Investment Counsel reduced its iShares US Technology ETF (IYW) stake by 0.67% in Q2 2026, selling an estimated $97.2K and leaving 62,336 shares worth $15.7M. The position accounts for 0.11% of the portfolio, ranked #127.

Johnson Investment Counsel first reported a position in IYW in Q2 2013 and has held it in 53 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Johnson Investment Counsel held 62,336 shares of iShares US Technology ETF worth $15.7M as of Q2 2026.
  • Johnson Investment Counsel sold 423 iShares US Technology ETF shares in Q2 2026, an estimated $97.2K.
  • iShares US Technology ETF made up 0.11% of Johnson Investment Counsel's portfolio in Q2 2026, its #127 holding.
  • Johnson Investment Counsel first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.