Laurel Oak Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Laurel Oak Wealth Management’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	$1.16M	Sell	4,606 -162	-3%	-$37.2K	0.17%	111
2026 Q1	$865K	Hold	4,768	–	–	0.15%	127
2025 Q4	$952K	Buy	+4,768	New	+$954K	0.16%	112

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 22.9% 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

Laurel Oak Wealth Management's IYW Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares US Technology ETF (IYW) stake by 3.4% in Q2 2026, selling an estimated $37.2K and leaving 4,606 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #111.

Laurel Oak Wealth Management first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Laurel Oak Wealth Management held 4,606 shares of iShares US Technology ETF worth $1.16M as of Q2 2026.
Laurel Oak Wealth Management sold 162 iShares US Technology ETF shares in Q2 2026, an estimated $37.2K.
iShares US Technology ETF made up 0.17% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #111 holding.
Laurel Oak Wealth Management first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.