KFI
IYW icon

Key Financial Inc’s iShares US Technology ETF IYW Stock Holding History

Key Financial Inc’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 		$473K Sell
1,875
-21
-1% -$4.82K 0.08% 193
2026
Q1 		$344K Hold
1,896
– – 0.06% 224
2025
Q4 		$379K Sell
1,896
-80
-4% -$16K 0.07% 205
2025
Q3 		$390K Hold
1,976
– – 0.07% 199
2025
Q2 		$342K Buy
1,976
+200
+11% +$30.3K 0.07% 207
2025
Q1 		$249K Hold
1,776
– – 0.05% 228
2024
Q4 		$283K Hold
1,776
– – 0.06% 208
2024
Q3 		$269K Sell
1,776
-219
-11% -$32.2K 0.06% 214
2024
Q2 		$300K Hold
1,995
– – 0.07% 194
2024
Q1 		$269K Hold
1,995
– – 0.07% 200
2023
Q4 		$245K Hold
1,995
– – 0.07% 192
2023
Q3 		$209K Buy
1,995
+219
+12% +$23.8K 0.07% 193
2023
Q2 		$193K Hold
1,776
– – 0.06% 213
2023
Q1 		$165K Buy
1,776
+300
+20% +$25.2K 0.06% 223
2022
Q4 		$108K Hold
1,476
– – 0.05% 234
2022
Q3 		$108K Sell
1,476
-300
-17% -$25.4K 0.05% 238
2022
Q2 		$142K Buy
1,776
+600
+51% +$53.1K 0.08% 198
2022
Q1 		$121K Hold
1,176
– – 0.06% 221
2021
Q4 		$135K Hold
1,176
– – 0.07% 193
2021
Q3 		$119K Hold
1,176
– – 0.07% 197
2021
Q2 		$121K Hold
1,176
– – 0.07% 200
2021
Q1 		$103K Buy
1,176
+232
+25% +$20.3K 0.07% 189
2020
Q4 		$80K Buy
+944
New +$75.4K 0.06% 203
2020
Q2 		– Sell
-944
Closed -$49K – 373
2020
Q1 		$49K Buy
+944
New +$54.7K 0.05% 216

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

Key Financial Inc's IYW Position: Q2 2026 in Review

Key Financial Inc reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, selling an estimated $4.82K and leaving 1,875 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #193.

Key Financial Inc first reported a position in IYW in Q1 2020 and has held it in 24 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Key Financial Inc held 1,875 shares of iShares US Technology ETF worth $473K as of Q2 2026.
  • Key Financial Inc sold 21 iShares US Technology ETF shares in Q2 2026, an estimated $4.82K.
  • iShares US Technology ETF made up 0.08% of Key Financial Inc's portfolio in Q2 2026, its #193 holding.
  • Key Financial Inc first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.