KM Capital Management’s iShares US Technology ETF IYW Stock Holding History

KM Capital 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	$1.31M	Buy	+5,206	New	+$1.2M	0.62%	26
2026 Q1	–	Sell	-7,178	Closed	-$1.43M	–	89
2025 Q4	$1.43M	Buy	7,178 +5,713	+390%	+$1.14M	0.73%	28
2025 Q3	$287K	Sell	1,465 -195	-12%	-$35.7K	0.13%	49
2025 Q2	$288K	Buy	+1,660	New	+$252K	0.14%	51

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

KM Capital Management's IYW Position: Q2 2026 in Review

KM Capital Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 5,206 shares worth $1.31M. The stake represents 0.62% of the portfolio and ranks #26 among its holdings. This is a return to the name: KM Capital Management previously reported a position in IYW as recently as Q4 2025.

KM Capital Management first reported a position in IYW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

KM Capital Management held 5,206 shares of iShares US Technology ETF worth $1.31M as of Q2 2026.
iShares US Technology ETF was a new KM Capital Management position in Q2 2026.
iShares US Technology ETF made up 0.62% of KM Capital Management's portfolio in Q2 2026, its #26 holding.
KM Capital Management first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 4 quarters since.
KM Capital Management's iShares US Technology ETF position peaked at $1.43M in Q4 2025.
1,291 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.