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

Kingsman 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	$8.4M	Sell	33,318 -347	-1%	-$79.7K	3.93%	7
2026 Q1	$6.11M	Sell	33,665 -2,039	-6%	-$394K	3.43%	11
2025 Q4	$7.13M	Buy	35,704 +4,967	+16%	+$993K	3.86%	8
2025 Q3	$6.02M	Buy	30,737 +3,388	+12%	+$620K	3.35%	10
2025 Q2	$4.74M	Sell	27,349 -422	-2%	-$64K	2.95%	11
2025 Q1	$3.9M	Buy	+27,771	New	+$4.33M	2.85%	11

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

Kingsman Wealth Management's IYW Position: Q2 2026 in Review

Kingsman Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1% in Q2 2026, selling an estimated $79.7K and leaving 33,318 shares worth $8.4M. The position accounts for 3.93% of the portfolio, ranked #7.

Kingsman Wealth Management first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Kingsman Wealth Management held 33,318 shares of iShares US Technology ETF worth $8.4M as of Q2 2026.
Kingsman Wealth Management sold 347 iShares US Technology ETF shares in Q2 2026, an estimated $79.7K.
iShares US Technology ETF made up 3.93% of Kingsman Wealth Management's portfolio in Q2 2026, its #7 holding.
Kingsman Wealth Management first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.