Laurel Wealth Advisors (North Carolina)’s iShares US Technology ETF IYW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$5.69M	Sell	22,566 -50	-0.2%	-$11.5K	0.55%	38
2026 Q1	$5.4M	Buy	22,616 +244	+1%	+$47.2K	0.53%	41
2025 Q4	$4.47M	Buy	22,372 +210	+0.9%	+$42K	0.59%	42
2025 Q3	$4.34M	Buy	22,162 +865	+4%	+$158K	0.61%	43
2025 Q2	$3.69M	Buy	21,297 +1,515	+8%	+$230K	0.55%	50
2025 Q1	$2.78M	Buy	19,782 +590	+3%	+$91.9K	0.44%	56
2024 Q4	$3.06M	Buy	19,192 +400	+2%	+$63.3K	0.48%	52
2024 Q3	$2.85M	Buy	18,792 +200	+1%	+$29.4K	0.45%	55
2024 Q2	$2.8M	Buy	18,592 +570	+3%	+$78.8K	0.49%	52
2024 Q1	$2.43M	Buy	18,022 +145	+0.8%	+$18.9K	0.42%	65
2023 Q4	$2.19M	Sell	17,877 -825	-4%	-$93.5K	0.42%	66
2023 Q3	$1.96M	Sell	18,702 -2,280	-11%	-$248K	0.42%	68
2023 Q2	$2.28M	Sell	20,982 -250	-1%	-$24.6K	0.46%	64
2023 Q1	$1.97M	Buy	21,232 +2,820	+15%	+$237K	0.42%	68
2022 Q4	$1.37M	Buy	18,412 +2,411	+15%	+$184K	0.31%	78
2022 Q3	$1.17M	Buy	16,001 +2,855	+22%	+$242K	0.29%	80
2022 Q2	$1.05M	Buy	13,146 +1,050	+9%	+$92.9K	0.25%	82
2022 Q1	$1.25M	Sell	12,096 -2,930	-19%	-$299K	0.26%	84
2021 Q4	$1.73M	Buy	15,026 +550	+4%	+$61.1K	0.35%	70
2021 Q3	$1.47M	Sell	14,476 -140	-1%	-$14.6K	0.32%	74
2021 Q2	$1.45M	Sell	14,616 -170	-1%	-$15.9K	0.31%	73
2021 Q1	$1.3M	Sell	14,786 -3,009	-17%	-$264K	0.31%	72
2020 Q4	$1.51M	Sell	17,795 -3,345	-16%	-$267K	0.39%	63
2020 Q3	$1.59M	Buy	21,140 +2,920	+16%	+$213K	0.48%	58
2020 Q2	$1.23M	Buy	18,220 +648	+4%	+$39.1K	0.4%	66
2020 Q1	$898K	Buy	17,572 +1,280	+8%	+$74.2K	0.34%	70
2019 Q4	$947K	Buy	16,292 +80	+0.5%	+$4.35K	0.3%	70
2019 Q3	$828K	Buy	16,212 +240	+2%	+$12.2K	0.28%	74
2019 Q2	$790K	Sell	15,972 -600	-4%	-$29.3K	0.28%	74
2019 Q1	$790K	Buy	16,572 +60	+0.4%	+$2.67K	0.29%	76
2018 Q4	$660K	Buy	+16,512	New	+$715K	0.27%	79

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

Laurel Wealth Advisors (North Carolina)'s IYW Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares US Technology ETF (IYW) stake by 0.22% in Q2 2026, selling an estimated $11.5K and leaving 22,566 shares worth $5.69M. The position accounts for 0.55% of the portfolio, ranked #38.

Laurel Wealth Advisors (North Carolina) first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 22,566 shares of iShares US Technology ETF worth $5.69M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 50 iShares US Technology ETF shares in Q2 2026, an estimated $11.5K.
iShares US Technology ETF made up 0.55% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #38 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.