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Keystone Financial Services (Colorado)’s iShares US Technology ETF IYW Stock Holding History

Keystone Financial Services (Colorado)’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 		$484K Sell
1,920
-25
-1% -$5.74K 0.12% 72
2026
Q1 		$353K Sell
1,945
-6,238
-76% -$1.21M 0.1% 78
2025
Q4 		$1.63M Sell
8,183
-27,890
-77% -$5.58M 0.49% 29
2025
Q3 		$7.07M Sell
36,073
-940
-3% -$172K 2.19% 12
2025
Q2 		$6.41M Sell
37,013
-10,021
-21% -$1.52M 2.18% 12
2025
Q1 		$6.61M Buy
47,034
+1,244
+3% +$194K 2.52% 9
2024
Q4 		$7.3M Buy
45,790
+474
+1% +$75K 2.8% 9
2024
Q3 		$6.87M Sell
45,316
-8,155
-15% -$1.2M 2.66% 10
2024
Q2 		$8.05M Buy
53,471
+1,092
+2% +$151K 3.33% 8
2024
Q1 		$7.07M Buy
52,379
+3,384
+7% +$441K 3.09% 9
2023
Q4 		$6.01M Buy
48,995
+14,105
+40% +$1.6M 2.84% 7
2023
Q3 		$3.66M Sell
34,890
-40,523
-54% -$4.41M 1.94% 12
2023
Q2 		$8.21M Sell
75,413
-41
-0.1% -$4.03K 4.19% 8
2023
Q1 		$7M Buy
75,454
+15,683
+26% +$1.32M 3.75% 10
2022
Q4 		$4.94M Buy
59,771
+2,904
+5% +$222K 2.66% 8
2022
Q3 		$4.23M Buy
+56,867
New +$4.82M 2.46% 8

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

Keystone Financial Services (Colorado)'s IYW Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares US Technology ETF (IYW) stake by 1.3% in Q2 2026, selling an estimated $5.74K and leaving 1,920 shares worth $484K. The position accounts for 0.12% of the portfolio, ranked #72.

Keystone Financial Services (Colorado) first reported a position in IYW in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.21M in Q2 2023. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Keystone Financial Services (Colorado) held 1,920 shares of iShares US Technology ETF worth $484K as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 25 iShares US Technology ETF shares in Q2 2026, an estimated $5.74K.
  • iShares US Technology ETF made up 0.12% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #72 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 16 quarters since.
  • Keystone Financial Services (Colorado)'s iShares US Technology ETF position peaked at $8.21M in Q2 2023.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.