Level Four Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Level Four Advisory Services’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	$482K	Sell	1,909 -266	-12%	-$61.1K	0.01%	630
2026 Q1	$395K	Buy	2,175 +115	+6%	+$22.2K	0.01%	644
2025 Q4	$411K	Sell	2,060 -467	-18%	-$93.4K	0.01%	611
2025 Q3	$495K	Buy	2,527 +511	+25%	+$93.5K	0.02%	556
2025 Q2	$349K	Hold	2,016	–	–	0.01%	618
2025 Q1	$283K	Sell	2,016 -123	-6%	-$19.2K	0.01%	641
2024 Q4	$341K	Sell	2,139 -360	-14%	-$57K	0.01%	585
2024 Q3	$377K	Sell	2,499 -87	-3%	-$12.8K	0.02%	579
2024 Q2	$389K	Sell	2,586 -1,264	-33%	-$175K	0.02%	544
2024 Q1	$473K	Hold	3,850	–	–	0.03%	490
2023 Q4	$473K	Sell	3,850 -1,062	-22%	-$120K	0.03%	486
2023 Q3	$515K	Buy	4,912 +504	+11%	+$54.8K	0.03%	432
2023 Q2	$480K	Buy	+4,408	New	+$433K	0.03%	480
2020 Q4	–	Sell	-3,248	Closed	-$244K	–	607
2020 Q3	$244K	Sell	3,248 -512	-14%	-$37.4K	0.02%	480
2020 Q2	$252K	Sell	3,760 -532	-12%	-$32.1K	0.02%	490
2020 Q1	$219K	Sell	4,292 -188	-4%	-$10.9K	0.03%	440
2019 Q4	$263K	Sell	4,480 -148	-3%	-$8.05K	0.01%	487
2019 Q3	$236K	Hold	4,628	–	–	0.02%	442
2019 Q2	$230K	Buy	4,628 +120	+3%	+$5.87K	0.02%	467
2019 Q1	$214K	Sell	4,508 -808	-15%	-$35.9K	0.02%	472
2018 Q4	$213K	Sell	5,316 -168	-3%	-$7.28K	0.03%	468
2018 Q3	$266K	Sell	5,484 -1,200	-18%	-$56.7K	0.03%	491
2018 Q2	$298K	Sell	6,684 -140	-2%	-$6.19K	0.02%	482
2018 Q1	$287K	Buy	6,824 +24	+0.4%	+$1.03K	0.02%	453
2017 Q4	$277K	Buy	6,800 +1,304	+24%	+$52.3K	0.02%	471
2017 Q3	$206K	Buy	+5,496	New	+$201K	0.02%	483

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

Level Four Advisory Services's IYW Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares US Technology ETF (IYW) stake by 12% in Q2 2026, selling an estimated $61.1K and leaving 1,909 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #630.

Level Four Advisory Services first reported a position in IYW in Q3 2017 and has held it in 26 quarters since. The position peaked at $515K in Q3 2023. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Level Four Advisory Services held 1,909 shares of iShares US Technology ETF worth $482K as of Q2 2026.
Level Four Advisory Services sold 266 iShares US Technology ETF shares in Q2 2026, an estimated $61.1K.
iShares US Technology ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #630 holding.
Level Four Advisory Services first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 26 quarters since.
Level Four Advisory Services's iShares US Technology ETF position peaked at $515K in Q3 2023.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.