L.J. Altfest & Co’s iShares US Technology ETF IYW Stock Holding History

L.J. Altfest & Co’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	$588K	Hold	2,330	–	–	0.06%	203
2026 Q1	$423K	Hold	2,330	–	–	0.05%	238
2025 Q4	$465K	Hold	2,330	–	–	0.05%	233
2025 Q3	$456K	Hold	2,330	–	–	0.05%	239
2025 Q2	$404K	Hold	2,330	–	–	0.05%	244
2025 Q1	$327K	Hold	2,330	–	–	0.04%	261
2024 Q4	$372K	Hold	2,330	–	–	0.05%	246
2024 Q3	$353K	Hold	2,330	–	–	0.05%	256
2024 Q2	$351K	Hold	2,330	–	–	0.05%	233
2024 Q1	$315K	Hold	2,330	–	–	0.04%	253
2023 Q4	$286K	Hold	2,330	–	–	0.04%	257
2023 Q3	$244K	Hold	2,330	–	–	0.04%	266
2023 Q2	$254K	Sell	2,330 -470	-17%	-$46.2K	0.04%	261
2023 Q1	$260K	Hold	2,800	–	–	0.04%	244
2022 Q4	$209K	Hold	2,800	–	–	0.03%	244
2022 Q3	$205K	Hold	2,800	–	–	0.04%	248
2022 Q2	$224K	Hold	2,800	–	–	0.04%	230
2022 Q1	$289K	Hold	2,800	–	–	0.05%	209
2021 Q4	$321K	Hold	2,800	–	–	0.06%	201
2021 Q3	$284K	Hold	2,800	–	–	0.06%	211
2021 Q2	$278K	Hold	2,800	–	–	0.06%	218
2021 Q1	$246K	Hold	2,800	–	–	0.06%	232
2020 Q4	$238K	Hold	2,800	–	–	0.06%	227
2020 Q3	$211K	Buy	+2,800	New	+$204K	0.06%	207

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

L.J. Altfest & Co's IYW Position: Q2 2026 in Review

L.J. Altfest & Co held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,330 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #203.

L.J. Altfest & Co first reported a position in IYW in Q3 2020 and has held it in 24 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

L.J. Altfest & Co held 2,330 shares of iShares US Technology ETF worth $588K as of Q2 2026.
L.J. Altfest & Co left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #203 holding.
L.J. Altfest & Co first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 24 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.