Kiley Juergens Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Kiley Juergens Wealth Management’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	$1.89M	Sell	7,509 -24	-0.3%	-$5.51K	0.3%	68
2026 Q1	$1.37M	Buy	+7,533	New	+$1.46M	0.24%	74
2023 Q1	–	Sell	-10,188	Closed	-$759K	–	75
2022 Q4	$759K	Sell	10,188 -1,956	-16%	-$150K	0.32%	54
2022 Q3	$891K	Hold	12,144	–	–	0.42%	46
2022 Q2	$970K	Buy	+12,144	New	+$1.07M	0.46%	43
2022 Q1	–	Sell	-12,144	Closed	-$1.39M	–	61
2021 Q4	$1.39M	Sell	12,144 -1,000	-8%	-$111K	0.53%	35
2021 Q3	$1.33M	Hold	13,144	–	–	0.58%	33
2021 Q2	$1.31M	Hold	13,144	–	–	0.6%	33
2021 Q1	$1.15M	Hold	13,144	–	–	0.6%	34
2020 Q4	$1.12M	Buy	+13,144	New	+$1.05M	0.66%	29

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Kiley Juergens Wealth Management's IYW Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.32% in Q2 2026, selling an estimated $5.51K and leaving 7,509 shares worth $1.89M. The position accounts for 0.3% of the portfolio, ranked #68.

Kiley Juergens Wealth Management first reported a position in IYW in Q4 2020 and has held it in 10 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Kiley Juergens Wealth Management held 7,509 shares of iShares US Technology ETF worth $1.89M as of Q2 2026.
Kiley Juergens Wealth Management sold 24 iShares US Technology ETF shares in Q2 2026, an estimated $5.51K.
iShares US Technology ETF made up 0.3% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #68 holding.
Kiley Juergens Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 10 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.