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

Keystone 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 		$3.02M Buy
11,984
+33
+0.3% +$7.58K 0.56% 41
2026
Q1 		$2.17M Sell
11,951
-695
-5% -$134K 0.46% 52
2025
Q4 		$2.53M Sell
12,646
-458
-3% -$91.6K 0.53% 41
2025
Q3 		$2.57M Sell
13,104
-994
-7% -$182K 0.56% 47
2025
Q2 		$2.44M Buy
14,098
+94
+0.7% +$14.2K 0.59% 41
2025
Q1 		$1.97M Sell
14,004
-952
-6% -$148K 0.53% 41
2024
Q4 		$2.39M Buy
14,956
+2
+0% +$316 0.63% 35
2024
Q3 		$2.27M Buy
14,954
+635
+4% +$93.4K 0.63% 35
2024
Q2 		$2.15M Buy
14,319
+1,065
+8% +$147K 0.67% 36
2024
Q1 		$1.79M Sell
13,254
-154
-1% -$20K 0.58% 44
2023
Q4 		$1.65M Sell
13,408
-2,864
-18% -$324K 0.56% 42
2023
Q3 		$1.71M Sell
16,272
-2,447
-13% -$266K 0.65% 37
2023
Q2 		$2.04M Buy
18,719
+3,945
+27% +$387K 0.76% 30
2023
Q1 		$1.37M Buy
14,774
+1,713
+13% +$144K 0.56% 39
2022
Q4 		$973K Buy
+13,061
New +$999K 0.42% 55

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 Wealth Services's IYW Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares US Technology ETF (IYW) stake by 0.28% in Q2 2026, buying an estimated $7.58K and bringing the position to 11,984 shares worth $3.02M. The position accounts for 0.56% of the portfolio, ranked #41.

Keystone Wealth Services first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Keystone Wealth Services held 11,984 shares of iShares US Technology ETF worth $3.02M as of Q2 2026.
  • Keystone Wealth Services bought 33 iShares US Technology ETF shares in Q2 2026, an estimated $7.58K.
  • iShares US Technology ETF made up 0.56% of Keystone Wealth Services's portfolio in Q2 2026, its #41 holding.
  • Keystone Wealth Services first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.