Kingswood Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Kingswood Wealth Advisors’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	$11.6M	Buy	45,985 +1,279	+3%	+$294K	0.47%	36
2026 Q1	$8.11M	Sell	44,706 -1,872	-4%	-$362K	0.38%	49
2025 Q4	$9.3M	Buy	46,578 +34	+0.1%	+$6.8K	0.45%	36
2025 Q3	$9.12M	Buy	46,544 +7,311	+19%	+$1.34M	0.55%	28
2025 Q2	$6.8M	Buy	39,233 +25,875	+194%	+$3.92M	0.54%	29
2025 Q1	$1.88M	Sell	13,358 -2,010	-13%	-$313K	0.17%	147
2024 Q4	$2.45M	Buy	15,368 +921	+6%	+$146K	0.18%	122
2024 Q3	$2.19M	Buy	14,447 +12,447	+622%	+$1.83M	0.16%	147
2024 Q2	$301K	Sell	2,000 -31	-2%	-$4.28K	0.03%	519
2024 Q1	$274K	Buy	+2,031	New	+$264K	0.03%	509

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

Kingswood Wealth Advisors's IYW Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares US Technology ETF (IYW) stake by 2.9% in Q2 2026, buying an estimated $294K and bringing the position to 45,985 shares worth $11.6M. The position accounts for 0.47% of the portfolio, ranked #36.

Kingswood Wealth Advisors first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Kingswood Wealth Advisors held 45,985 shares of iShares US Technology ETF worth $11.6M as of Q2 2026.
Kingswood Wealth Advisors bought 1,279 iShares US Technology ETF shares in Q2 2026, an estimated $294K.
iShares US Technology ETF made up 0.47% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Kingswood Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.