Klingman & Associates
IYW icon

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
Q3 		$395K Buy
1,492
+16
+1% +$3.99K 0.02% 260
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 $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Klingman & Associates's IYW Position: Q3 2026 in Review

Klingman & Associates increased its iShares US Technology ETF (IYW) stake by 1.1% in Q3 2026, buying an estimated $3.99K and bringing the position to 1,492 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #260.

Klingman & Associates first reported a position in IYW in Q2 2025 and has held it in 6 quarters since. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Klingman & Associates held 1,492 shares of iShares US Technology ETF worth $395K as of Q3 2026.
  • Klingman & Associates bought 16 iShares US Technology ETF shares in Q3 2026, an estimated $3.99K.
  • iShares US Technology ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #260 holding.
  • Klingman & Associates first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.