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Klingman & Associates’s iShares US Technology ETF IYW Stock Holding History

Klingman & Associates’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 		$372K Sell
1,476
-125
-8% -$28.7K 0.02% 240
2026
Q1 		$290K Hold
1,601
– – 0.01% 263
2025
Q4 		$320K Hold
1,601
– – 0.02% 245
2025
Q3 		$314K Hold
1,601
– – 0.02% 249
2025
Q2 		$277K Buy
+1,601
New +$243K 0.02% 258

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

Klingman & Associates's IYW Position: Q2 2026 in Review

Klingman & Associates reduced its iShares US Technology ETF (IYW) stake by 7.8% in Q2 2026, selling an estimated $28.7K and leaving 1,476 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #240.

Klingman & Associates first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Klingman & Associates held 1,476 shares of iShares US Technology ETF worth $372K as of Q2 2026.
  • Klingman & Associates sold 125 iShares US Technology ETF shares in Q2 2026, an estimated $28.7K.
  • iShares US Technology ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #240 holding.
  • Klingman & Associates first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.