Koss-Olinger Consulting’s iShares US Technology ETF IYW Stock Holding History

Koss-Olinger Consulting’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	$265K	Buy	+1,050	New	+$241K	0.02%	142

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

Koss-Olinger Consulting's IYW Position: Q2 2026 in Review

Koss-Olinger Consulting opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,050 shares worth $265K. The stake represents 0.02% of the portfolio and ranks #142 among its holdings.

1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Koss-Olinger Consulting held 1,050 shares of iShares US Technology ETF worth $265K as of Q2 2026.
iShares US Technology ETF was a new Koss-Olinger Consulting position in Q2 2026.
iShares US Technology ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #142 holding.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.