KAS
IYW icon

KPP Advisory Services’s iShares US Technology ETF IYW Stock Holding History

KPP Advisory Services’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
Q1 		$1.18M Buy
6,498
+96
+1% +$18.6K 0.17% 124
2025
Q4 		$1.28M Sell
6,402
-612
-9% -$122K 0.19% 114
2025
Q3 		$1.37M Sell
7,014
-178
-2% -$32.6K 0.2% 109
2025
Q2 		$1.25M Sell
7,192
-58
-0.8% -$8.79K 0.21% 111
2025
Q1 		$1.02M Buy
7,250
+356
+5% +$55.5K 0.19% 113
2024
Q4 		$1.1M Buy
6,894
+379
+6% +$60K 0.26% 86
2024
Q3 		$988K Sell
6,515
-1,182
-15% -$174K 0.24% 88
2024
Q2 		$1.16M Buy
7,697
+2,587
+51% +$358K 0.31% 73
2024
Q1 		$690K Buy
+5,110
New +$665K 0.19% 102

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return