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Kestra Private Wealth Services’s iShares US Technology ETF IYW Stock Holding History

Kestra Private Wealth Services’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 		$5.06M Sell
20,042
-1,018
-5% -$234K 0.06% 335
2026
Q1 		$3.82M Sell
21,060
-483
-2% -$93.3K 0.05% 388
2025
Q4 		$4.3M Buy
21,543
+28
+0.1% +$5.6K 0.05% 347
2025
Q3 		$4.21M Buy
21,515
+856
+4% +$157K 0.05% 335
2025
Q2 		$3.58M Buy
20,659
+2,300
+13% +$349K 0.05% 350
2025
Q1 		$2.58M Buy
18,359
+527
+3% +$82.1K 0.04% 393
2024
Q4 		$2.84M Buy
17,832
+2,620
+17% +$415K 0.05% 348
2024
Q3 		$2.31M Sell
15,212
-2,592
-15% -$381K 0.04% 392
2024
Q2 		$2.68M Buy
17,804
+869
+5% +$120K 0.05% 324
2024
Q1 		$2.29M Sell
16,935
-1,583
-9% -$206K 0.05% 342
2023
Q4 		$2.27M Buy
18,518
+6,596
+55% +$747K 0.06% 322
2023
Q3 		$1.25M Buy
11,922
+2,118
+22% +$230K 0.04% 402
2023
Q2 		$1.07M Buy
9,804
+307
+3% +$30.2K 0.04% 416
2023
Q1 		$881K Buy
9,497
+3,326
+54% +$279K 0.04% 446
2022
Q4 		$460K Buy
6,171
+7
+0.1% +$536 0.02% 544
2022
Q3 		$452K Sell
6,164
-154
-2% -$13.1K 0.03% 519
2022
Q2 		$505K Sell
6,318
-127
-2% -$11.2K 0.03% 503
2022
Q1 		$664K Sell
6,445
-125
-2% -$12.8K 0.03% 483
2021
Q4 		$754K Buy
6,570
+563
+9% +$62.5K 0.04% 470
2021
Q3 		$608K Buy
6,007
+192
+3% +$20K 0.03% 488
2021
Q2 		$578K Buy
5,815
+521
+10% +$48.6K 0.04% 473
2021
Q1 		$464K Sell
5,294
-33
-0.6% -$2.89K 0.03% 469
2020
Q4 		$453K Buy
5,327
+2,275
+75% +$182K 0.03% 457
2020
Q3 		$230K Buy
+3,052
New +$223K 0.02% 561

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

Kestra Private Wealth Services's IYW Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Technology ETF (IYW) stake by 4.8% in Q2 2026, selling an estimated $234K and leaving 20,042 shares worth $5.06M. The position accounts for 0.06% of the portfolio, ranked #335.

Kestra Private Wealth Services first reported a position in IYW in Q3 2020 and has held it in 24 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Kestra Private Wealth Services held 20,042 shares of iShares US Technology ETF worth $5.06M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,018 iShares US Technology ETF shares in Q2 2026, an estimated $234K.
  • iShares US Technology ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #335 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.