LSPW
IYW icon

Lake Street Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Lake Street Private Wealth’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 		$2.34M Sell
9,258
-17
-0.2% -$3.9K 0.27% 79
2026
Q1 		$1.68M Sell
9,275
-169
-2% -$32.7K 0.21% 87
2025
Q4 		$1.89M Sell
9,444
-188
-2% -$37.6K 0.23% 85
2025
Q3 		$1.89M Buy
9,632
+40
+0.4% +$7.32K 0.24% 82
2025
Q2 		$1.66M Sell
9,592
-100
-1% -$15.2K 0.24% 84
2025
Q1 		$1.36M Hold
9,692
– – 0.22% 90
2024
Q4 		$1.55M Sell
9,692
-12
-0.1% -$1.9K 0.25% 81
2024
Q3 		$1.47M Sell
9,704
-335
-3% -$49.3K 0.24% 91
2024
Q2 		$1.51M Sell
10,039
-24
-0.2% -$3.32K 0.2% 114
2024
Q1 		$1.36M Buy
10,063
+140
+1% +$18.2K 0.19% 126
2023
Q4 		$1.22M Buy
9,923
+321
+3% +$36.4K 0.19% 118
2023
Q3 		$1.01M Sell
9,602
-284
-3% -$30.9K 0.18% 122
2023
Q2 		$1.08M Sell
9,886
-16
-0.2% -$1.57K 0.19% 122
2023
Q1 		$919K Sell
9,902
-421
-4% -$35.3K 0.17% 133
2022
Q4 		$769K Buy
10,323
+191
+2% +$14.6K 0.16% 143
2022
Q3 		$743K Sell
10,132
-165
-2% -$14K 0.17% 133
2022
Q2 		$823K Sell
10,297
-1,286
-11% -$114K 0.17% 126
2022
Q1 		$1.19M Sell
11,583
-37
-0.3% -$3.78K 0.21% 114
2021
Q4 		$1.33M Sell
11,620
-60
-0.5% -$6.66K 0.23% 106
2021
Q3 		$1.18M Buy
11,680
+81
+0.7% +$8.45K 0.29% 91
2021
Q2 		$1.15M Sell
11,599
-930
-7% -$86.7K 0.29% 90
2021
Q1 		$1.1M Sell
12,529
-367
-3% -$32.2K 0.3% 87
2020
Q4 		$1.1M Buy
12,896
+188
+1% +$15K 0.32% 82
2020
Q3 		$956K Buy
12,708
+116
+0.9% +$8.47K 0.32% 75
2020
Q2 		$849K Buy
12,592
+8
+0.1% +$483 0.31% 80
2020
Q1 		$643K Buy
12,584
+228
+2% +$13.2K 0.29% 80
2019
Q4 		$719K Buy
12,356
+1,228
+11% +$66.8K 0.28% 91
2019
Q3 		$568K Buy
11,128
+616
+6% +$31.3K 0.26% 89
2019
Q2 		$520K Buy
+10,512
New +$514K 0.31% 74

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

Lake Street Private Wealth's IYW Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares US Technology ETF (IYW) stake by 0.18% in Q2 2026, selling an estimated $3.9K and leaving 9,258 shares worth $2.34M. The position accounts for 0.27% of the portfolio, ranked #79.

Lake Street Private Wealth first reported a position in IYW in Q2 2019 and has held it in 29 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Lake Street Private Wealth held 9,258 shares of iShares US Technology ETF worth $2.34M as of Q2 2026.
  • Lake Street Private Wealth sold 17 iShares US Technology ETF shares in Q2 2026, an estimated $3.9K.
  • iShares US Technology ETF made up 0.27% of Lake Street Private Wealth's portfolio in Q2 2026, its #79 holding.
  • Lake Street Private Wealth first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.