Leeward Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Leeward Financial Partners’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	$3.78M	Hold	15,002	–	–	0.99%	37
2026 Q1	$2.72M	Hold	15,002	–	–	0.81%	40
2025 Q4	$3M	Sell	15,002 -450	-3%	-$90K	0.84%	37
2025 Q3	$3.03M	Hold	15,452	–	–	0.86%	34
2025 Q2	$2.68M	Hold	15,452	–	–	0.85%	37
2025 Q1	$2.17M	Buy	15,452 +150	+1%	+$23.4K	0.81%	40
2024 Q4	$2.44M	Hold	15,302	–	–	0.87%	36
2024 Q3	$2.32M	Hold	15,302	–	–	0.88%	36
2024 Q2	$2.3M	Hold	15,302	–	–	0.94%	35
2024 Q1	$2.07M	Hold	15,302	–	–	0.87%	35
2023 Q4	$1.88M	Hold	15,302	–	–	0.91%	38
2023 Q3	$1.61M	Sell	15,302 -120	-0.8%	-$13.1K	0.89%	37
2023 Q2	$1.68M	Hold	15,422	–	–	0.97%	40
2023 Q1	$1.43M	Buy	15,422 +120	+0.8%	+$10.1K	0.88%	40
2022 Q4	$1.14M	Sell	15,302 -2,410	-14%	-$184K	0.79%	43
2022 Q3	$1.3M	Sell	17,712 -1,243	-7%	-$105K	0.93%	39
2022 Q2	$1.51M	Sell	18,955 -26,641	-58%	-$2.36M	1.04%	37
2022 Q1	$4.7M	Buy	45,596 +740	+2%	+$75.6K	2.9%	10
2021 Q4	$5.15M	Buy	+44,856	New	+$4.98M	3.22%	8

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

Leeward Financial Partners's IYW Position: Q2 2026 in Review

Leeward Financial Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 15,002 shares worth $3.78M. The position accounts for 0.99% of the portfolio, ranked #37.

Leeward Financial Partners first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.15M in Q4 2021. 1,291 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Leeward Financial Partners held 15,002 shares of iShares US Technology ETF worth $3.78M as of Q2 2026.
Leeward Financial Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.99% of Leeward Financial Partners's portfolio in Q2 2026, its #37 holding.
Leeward Financial Partners first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
Leeward Financial Partners's iShares US Technology ETF position peaked at $5.15M in Q4 2021.
1,291 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.