Ken Fisher
IYW icon

Ken Fisher’s iShares US Technology ETF IYW Stock Holding History

Ken Fisher’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 		$631K Sell
2,501
-887
-26% -$204K ﹤0.01% 769
2026
Q1 		$615K Buy
3,388
+833
+33% +$161K ﹤0.01% 752
2025
Q4 		$510K Buy
2,555
+13
+0.5% +$2.6K ﹤0.01% 779
2025
Q3 		$498K Sell
2,542
-102
-4% -$18.7K ﹤0.01% 779
2025
Q2 		$458K Buy
2,644
+718
+37% +$109K ﹤0.01% 796
2025
Q1 		$271K Sell
1,926
-843
-30% -$131K ﹤0.01% 916
2024
Q4 		$442K Buy
2,769
+1,124
+68% +$178K ﹤0.01% 796
2024
Q3 		$250K Sell
1,645
-1,544
-48% -$227K ﹤0.01% 862
2024
Q2 		$480K Buy
+3,189
New +$441K ﹤0.01% 791
2024
Q1 		– Sell
-1,755
Closed -$215K – 1008
2023
Q4 		$215K Buy
+1,755
New +$199K ﹤0.01% 942
2023
Q2 		– Sell
-2,185
Closed -$203K – 1187
2023
Q1 		$203K Buy
+2,185
New +$183K ﹤0.01% 984
2018
Q1 		– Sell
-5,776
Closed -$235K – 800
2017
Q4 		$235K Buy
+5,776
New +$231K ﹤0.01% 795

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

Ken Fisher's IYW Position: Q2 2026 in Review

Ken Fisher reduced its iShares US Technology ETF (IYW) stake by 26% in Q2 2026, selling an estimated $204K and leaving 2,501 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Ken Fisher first reported a position in IYW in Q4 2017 and has held it in 12 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Ken Fisher held 2,501 shares of iShares US Technology ETF worth $631K as of Q2 2026.
  • Ken Fisher sold 887 iShares US Technology ETF shares in Q2 2026, an estimated $204K.
  • iShares US Technology ETF made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #769 holding.
  • Ken Fisher first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 12 quarters since.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.