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

Kaydan 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	$1.81M	Hold	7,185	–	–	0.55%	26
2026 Q1	$1.3M	Hold	7,185	–	–	0.44%	31
2025 Q4	$1.43M	Hold	7,185	–	–	0.42%	31
2025 Q3	$1.41M	Hold	7,185	–	–	0.4%	35
2025 Q2	$1.24M	Hold	7,185	–	–	0.41%	32
2025 Q1	$1.01M	Hold	7,185	–	–	0.32%	36
2024 Q4	$1.15M	Hold	7,185	–	–	0.38%	31
2024 Q3	$1.09M	Buy	7,185 +1	+0%	+$147	0.32%	33
2024 Q2	$1.08M	Hold	7,184	–	–	0.38%	33
2024 Q1	$970K	Hold	7,184	–	–	0.33%	36
2023 Q4	$882K	Hold	7,184	–	–	0.36%	36
2023 Q3	$754K	Hold	7,184	–	–	0.3%	35
2023 Q2	$782K	Hold	7,184	–	–	0.33%	34
2023 Q1	$667K	Hold	7,184	–	–	0.27%	38
2022 Q4	$535K	Hold	7,184	–	–	0.21%	46
2022 Q3	$527K	Hold	7,184	–	–	0.29%	42
2022 Q2	$574K	Hold	7,184	–	–	0.32%	44
2022 Q1	$740K	Hold	7,184	–	–	0.33%	44
2021 Q4	$825K	Buy	+7,184	New	+$798K	0.31%	42

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

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

Kaydan Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 7,185 shares worth $1.81M. The position accounts for 0.55% of the portfolio, ranked #26.

Kaydan Wealth Management first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Kaydan Wealth Management held 7,185 shares of iShares US Technology ETF worth $1.81M as of Q2 2026.
Kaydan Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.55% of Kaydan Wealth Management's portfolio in Q2 2026, its #26 holding.
Kaydan Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.