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Kovack Advisors’s iShares US Technology ETF IYW Stock Holding History

Kovack Advisors’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 		$2.49M Sell
9,955
-1,425
-13% -$327K 0.12% 171
2026
Q1 		$2.09M Buy
11,380
+758
+7% +$146K 0.11% 183
2025
Q4 		$2.12M Buy
10,622
+5,564
+110% +$1.11M 0.1% 193
2025
Q3 		$991K Sell
5,058
-1,829
-27% -$335K 0.09% 203
2025
Q2 		$1.19M Buy
6,887
+2,421
+54% +$367K 0.12% 172
2025
Q1 		$627K Sell
4,466
-583
-12% -$90.8K 0.07% 248
2024
Q4 		$805K Sell
5,049
-134
-3% -$21.2K 0.08% 203
2024
Q3 		$786K Sell
5,183
-871
-14% -$128K 0.08% 202
2024
Q2 		$911K Sell
6,054
-299
-5% -$41.3K 0.1% 178
2024
Q1 		$858K Buy
6,353
+900
+17% +$117K 0.1% 162
2023
Q4 		$669K Sell
5,453
-605
-10% -$68.5K 0.08% 239
2023
Q3 		$636K Buy
6,058
+757
+14% +$82.3K 0.09% 217
2023
Q2 		$577K Buy
5,301
+7
+0.1% +$688 0.07% 267
2023
Q1 		$491K Buy
5,294
+438
+9% +$36.8K 0.07% 298
2022
Q4 		$362K Buy
4,856
+45
+0.9% +$3.44K 0.05% 363
2022
Q3 		$353K Buy
4,811
+642
+15% +$54.4K 0.05% 371
2022
Q2 		$333K Sell
4,169
-4,902
-54% -$434K 0.04% 414
2022
Q1 		$934K Buy
9,071
+2,741
+43% +$280K 0.1% 230
2021
Q4 		$727K Buy
6,330
+1,464
+30% +$163K 0.07% 300
2021
Q3 		$493K Buy
4,866
+38
+0.8% +$3.96K 0.05% 378
2021
Q2 		$480K Sell
4,828
-2,810
-37% -$262K 0.05% 364
2021
Q1 		$670K Sell
7,638
-64
-0.8% -$5.61K 0.09% 252
2020
Q4 		$655K Sell
7,702
-502
-6% -$40.1K 0.09% 227
2020
Q3 		$617K Buy
8,204
+88
+1% +$6.43K 0.11% 201
2020
Q2 		$548K Sell
8,116
-372
-4% -$22.5K 0.11% 203
2020
Q1 		$434K Sell
8,488
-664
-7% -$38.5K 0.1% 212
2019
Q4 		$532K Buy
9,152
+1,060
+13% +$57.7K 0.1% 238
2019
Q3 		$413K Sell
8,092
-1,128
-12% -$57.3K 0.08% 265
2019
Q2 		$456K Buy
9,220
+160
+2% +$7.82K 0.1% 222
2019
Q1 		$432K Sell
9,060
-1,840
-17% -$81.8K 0.11% 221
2018
Q4 		$436K Sell
10,900
-1,016
-9% -$44K 0.13% 186
2018
Q3 		$578K Buy
11,916
+108
+0.9% +$5.11K 0.15% 172
2018
Q2 		$526K Sell
11,808
-2,392
-17% -$106K 0.15% 169
2018
Q1 		$597K Sell
14,200
-8,360
-37% -$360K 0.15% 163
2017
Q4 		$918K Sell
22,560
-9,940
-31% -$398K 0.23% 106
2017
Q3 		$1.22M Buy
32,500
+8,176
+34% +$300K 0.4% 55
2017
Q2 		$850K Sell
24,324
-476
-2% -$16.7K 0.27% 84
2017
Q1 		$838K Buy
24,800
+16,864
+213% +$547K 0.33% 69
2016
Q4 		$239K Buy
+7,936
New +$237K 0.11% 196
2016
Q2 		– Sell
-20,392
Closed -$553K – 287
2016
Q1 		$553K Buy
20,392
+6,540
+47% +$165K 0.35% 82
2015
Q4 		$371K Buy
+13,852
New +$373K 0.24% 113

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

Kovack Advisors's IYW Position: Q2 2026 in Review

Kovack Advisors reduced its iShares US Technology ETF (IYW) stake by 13% in Q2 2026, selling an estimated $327K and leaving 9,955 shares worth $2.49M. The position accounts for 0.12% of the portfolio, ranked #171.

Kovack Advisors first reported a position in IYW in Q4 2015 and has held it in 41 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Kovack Advisors held 9,955 shares of iShares US Technology ETF worth $2.49M as of Q2 2026.
  • Kovack Advisors sold 1,425 iShares US Technology ETF shares in Q2 2026, an estimated $327K.
  • iShares US Technology ETF made up 0.12% of Kovack Advisors's portfolio in Q2 2026, its #171 holding.
  • Kovack Advisors first reported a position in iShares US Technology ETF in Q4 2015 and has held it in 41 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.