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Legacy Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Legacy Financial Advisors’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 		$658K Sell
2,607
-132
-5% -$30.3K 0.08% 195
2026
Q1 		$497K Hold
2,739
– – 0.07% 238
2025
Q4 		$547K Hold
2,739
– – 0.08% 206
2025
Q3 		$536K Hold
2,739
– – 0.07% 224
2025
Q2 		$475K Hold
2,739
– – 0.07% 209
2025
Q1 		$385K Hold
2,739
– – 0.06% 246
2024
Q4 		$437K Hold
2,739
– – 0.07% 214
2024
Q3 		$415K Hold
2,739
– – 0.07% 224
2024
Q2 		$412K Hold
2,739
– – 0.07% 203
2024
Q1 		$370K Hold
2,739
– – 0.07% 210
2023
Q4 		$336K Hold
2,739
– – 0.06% 213
2023
Q3 		$287K Hold
2,739
– – 0.06% 207
2023
Q2 		$298K Hold
2,739
– – 0.06% 199
2023
Q1 		$254K Hold
2,739
– – 0.05% 208
2022
Q4 		$204K Hold
2,739
– – 0.04% 230
2022
Q3 		$201K Sell
2,739
-2
-0.1% -$170 0.05% 211
2022
Q2 		$219K Sell
2,741
-3
-0.1% -$266 0.05% 197
2022
Q1 		$283K Hold
2,744
– – 0.06% 174
2021
Q4 		$315K Hold
2,744
– – 0.07% 138
2021
Q3 		$278K Hold
2,744
– – 0.07% 138
2021
Q2 		$273K Buy
+2,744
New +$256K 0.07% 131
2019
Q2 		– Sell
-2,000
Closed -$95K – 513
2019
Q1 		$95K Hold
2,000
– – 0.03% 172
2018
Q4 		$80K Hold
2,000
– – 0.03% 166
2018
Q3 		$97K Hold
2,000
– – 0.04% 174
2018
Q2 		$94K Hold
2,000
– – 0.04% 173
2018
Q1 		$84K Hold
2,000
– – 0.03% 185
2017
Q4 		$81K Buy
+2,000
New +$80.1K 0.03% 201

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

Legacy Financial Advisors's IYW Position: Q2 2026 in Review

Legacy Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 4.8% in Q2 2026, selling an estimated $30.3K and leaving 2,607 shares worth $658K. The position accounts for 0.08% of the portfolio, ranked #195.

Legacy Financial Advisors first reported a position in IYW in Q4 2017 and has held it in 27 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Legacy Financial Advisors held 2,607 shares of iShares US Technology ETF worth $658K as of Q2 2026.
  • Legacy Financial Advisors sold 132 iShares US Technology ETF shares in Q2 2026, an estimated $30.3K.
  • iShares US Technology ETF made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Legacy Financial Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 27 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.