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KKM Financial’s iShares US Technology ETF IYW Stock Holding History

KKM Financial’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 		$2.99M Sell
11,857
-1,648
-12% -$379K 0.41% 73
2026
Q1 		$2.7M Hold
13,505
– – 0.48% 76
2025
Q4 		$2.7M Sell
13,505
-689
-5% -$138K 0.48% 76
2025
Q3 		$2.78M Sell
14,194
-302
-2% -$55.2K 0.87% 51
2025
Q2 		$2.51M Sell
14,496
-1,709
-11% -$259K 0.87% 52
2025
Q1 		$2.28M Sell
16,205
-2,646
-14% -$412K 0.96% 51
2024
Q4 		$3.01M Sell
18,851
-3,644
-16% -$577K 1.25% 25
2024
Q3 		$3.41M Sell
22,495
-1,614
-7% -$237K 1.69% 15
2024
Q2 		$3.6M Buy
24,109
+736
+3% +$102K 1.71% 11
2024
Q1 		$3.16M Buy
23,373
+2,834
+14% +$369K 1.54% 13
2023
Q4 		$2.52M Buy
+20,539
New +$2.33M 1.59% 13

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

KKM Financial's IYW Position: Q2 2026 in Review

KKM Financial reduced its iShares US Technology ETF (IYW) stake by 12% in Q2 2026, selling an estimated $379K and leaving 11,857 shares worth $2.99M. The position accounts for 0.41% of the portfolio, ranked #73.

KKM Financial first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.6M in Q2 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • KKM Financial held 11,857 shares of iShares US Technology ETF worth $2.99M as of Q2 2026.
  • KKM Financial sold 1,648 iShares US Technology ETF shares in Q2 2026, an estimated $379K.
  • iShares US Technology ETF made up 0.41% of KKM Financial's portfolio in Q2 2026, its #73 holding.
  • KKM Financial first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's iShares US Technology ETF position peaked at $3.6M in Q2 2024.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.