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Lane Brothers & Co’s iShares US Technology ETF IYW Stock Holding History

Lane Brothers & 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 		$1.18M Sell
4,683
-208
-4% -$47.8K 0.77% 26
2026
Q1 		$887K Sell
4,891
-179
-4% -$34.6K 0.65% 28
2025
Q4 		$1.01M Buy
+5,070
New +$1.01M 0.73% 27

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

Lane Brothers & Co's IYW Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares US Technology ETF (IYW) stake by 4.3% in Q2 2026, selling an estimated $47.8K and leaving 4,683 shares worth $1.18M. The position accounts for 0.77% of the portfolio, ranked #26.

Lane Brothers & Co first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Lane Brothers & Co held 4,683 shares of iShares US Technology ETF worth $1.18M as of Q2 2026.
  • Lane Brothers & Co sold 208 iShares US Technology ETF shares in Q2 2026, an estimated $47.8K.
  • iShares US Technology ETF made up 0.77% of Lane Brothers & Co's portfolio in Q2 2026, its #26 holding.
  • Lane Brothers & Co first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.