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

Kingsview 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	$913K	Sell	3,619 -1,726	-32%	-$396K	0.01%	774
2026 Q1	$970K	Buy	5,345 +810	+18%	+$157K	0.01%	703
2025 Q4	$905K	Sell	4,535 -181	-4%	-$36.2K	0.01%	668
2025 Q3	$924K	Sell	4,716 -55	-1%	-$10.1K	0.01%	634
2025 Q2	$827K	Buy	4,771 +1,061	+29%	+$161K	0.01%	634
2025 Q1	$521K	Buy	3,710 +1,447	+64%	+$225K	0.01%	713
2024 Q4	$361K	Buy	2,263 +244	+12%	+$38.6K	0.01%	837
2024 Q3	$306K	Sell	2,019 -1,026	-34%	-$151K	0.01%	880
2024 Q2	$458K	Sell	3,045 -107	-3%	-$14.8K	0.01%	714
2024 Q1	$426K	Buy	3,152 +1,269	+67%	+$165K	0.01%	708
2023 Q4	$231K	Sell	1,883 -9,166	-83%	-$1.04M	0.01%	851
2023 Q3	$1.16M	Buy	+11,049	New	+$1.2M	0.04%	401

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

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

Kingsview Wealth Management reduced its iShares US Technology ETF (IYW) stake by 32% in Q2 2026, selling an estimated $396K and leaving 3,619 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #774.

Kingsview Wealth Management first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2023. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Kingsview Wealth Management held 3,619 shares of iShares US Technology ETF worth $913K as of Q2 2026.
Kingsview Wealth Management sold 1,726 iShares US Technology ETF shares in Q2 2026, an estimated $396K.
iShares US Technology ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #774 holding.
Kingsview Wealth Management first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
Kingsview Wealth Management's iShares US Technology ETF position peaked at $1.16M in Q3 2023.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.