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

Keebeck 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 		$9.37M Sell
37,163
-1,908
-5% -$438K 0.92% 25
2026
Q1 		$7.09M Sell
39,071
-3,292
-8% -$636K 0.8% 27
2025
Q4 		$8.46M Sell
42,363
-1,059
-2% -$212K 0.98% 20
2025
Q3 		$8.5M Sell
43,422
-13,721
-24% -$2.51M 1.01% 18
2025
Q2 		$9.9M Sell
57,143
-6,006
-10% -$910K 1.3% 13
2025
Q1 		$8.87M Buy
63,149
+3,659
+6% +$570K 1.31% 16
2024
Q4 		$9.49M Buy
59,490
+54
+0.1% +$8.54K 1.37% 17
2024
Q3 		$9.01M Sell
59,436
-6,611
-10% -$972K 1.31% 16
2024
Q2 		$9.94M Buy
66,047
+1,494
+2% +$206K 1.46% 14
2024
Q1 		$8.72M Buy
64,553
+3,606
+6% +$469K 1.28% 14
2023
Q4 		$7.48M Buy
60,947
+21,544
+55% +$2.44M 1.23% 14
2023
Q3 		$4.14M Sell
39,403
-20,726
-34% -$2.25M 0.72% 38
2023
Q2 		$6.55M Buy
60,129
+17,544
+41% +$1.72M 0.9% 25
2023
Q1 		$3.95M Buy
42,585
+18,075
+74% +$1.52M 0.64% 44
2022
Q4 		$1.83M Buy
24,510
+21,494
+713% +$1.64M 0.32% 75
2022
Q3 		$221K Sell
3,016
-4,853
-62% -$412K 0.04% 214
2022
Q2 		$629K Buy
+7,869
New +$696K 0.12% 134

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

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

Keebeck Wealth Management reduced its iShares US Technology ETF (IYW) stake by 4.9% in Q2 2026, selling an estimated $438K and leaving 37,163 shares worth $9.37M. The position accounts for 0.92% of the portfolio, ranked #25.

Keebeck Wealth Management first reported a position in IYW in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.94M in Q2 2024. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Keebeck Wealth Management held 37,163 shares of iShares US Technology ETF worth $9.37M as of Q2 2026.
  • Keebeck Wealth Management sold 1,908 iShares US Technology ETF shares in Q2 2026, an estimated $438K.
  • iShares US Technology ETF made up 0.92% of Keebeck Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Keebeck Wealth Management first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 17 quarters since.
  • Keebeck Wealth Management's iShares US Technology ETF position peaked at $9.94M in Q2 2024.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.