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 Q2	$298K	Sell	1,182 -5,316	-82%	-$1.22M	0.04%	302
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 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

KPP Advisory Services's IYW Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares US Technology ETF (IYW) stake by 82% in Q2 2026, selling an estimated $1.22M and leaving 1,182 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #302.

KPP Advisory Services first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

KPP Advisory Services held 1,182 shares of iShares US Technology ETF worth $298K as of Q2 2026.
KPP Advisory Services sold 5,316 iShares US Technology ETF shares in Q2 2026, an estimated $1.22M.
iShares US Technology ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #302 holding.
KPP Advisory Services first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
KPP Advisory Services's iShares US Technology ETF position peaked at $1.37M in Q3 2025.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.