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LexAurum Advisors’s iShares US Technology ETF IYW Stock Holding History

LexAurum 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 		$409K Sell
1,623
-820
-34% -$188K 0.05% 284
2026
Q1 		$443K Buy
+2,443
New +$472K 0.06% 249
2025
Q3 		$781K Sell
3,989
-117
-3% -$21.4K 0.11% 146
2025
Q2 		$711K Sell
4,106
-163
-4% -$24.7K 0.11% 153
2025
Q1 		$600K Buy
4,269
+46
+1% +$7.17K 0.11% 164
2024
Q4 		$674K Sell
4,223
-80
-2% -$12.7K 0.13% 143
2024
Q3 		$652K Sell
4,303
-95
-2% -$14K 0.14% 136
2024
Q2 		$662K Sell
4,398
-16
-0.4% -$2.21K 0.16% 124
2024
Q1 		$596K Sell
4,414
-512
-10% -$66.6K 0.15% 133
2023
Q4 		$605K Buy
4,926
+465
+10% +$52.7K 0.16% 135
2023
Q3 		$468K Sell
4,461
-1,843
-29% -$200K 0.14% 147
2023
Q2 		$686K Buy
6,304
+67
+1% +$6.58K 0.21% 108
2023
Q1 		$579K Buy
6,237
+1,059
+20% +$88.9K 0.19% 111
2022
Q4 		$386K Buy
+5,178
New +$396K 0.14% 152
2022
Q3 		– Sell
-2,522
Closed -$202K – 254
2022
Q2 		$202K Sell
2,522
-1,397
-36% -$124K 0.08% 232
2022
Q1 		$404K Sell
3,919
-797
-17% -$81.4K 0.13% 154
2021
Q4 		$542K Sell
4,716
-2,009
-30% -$223K 0.18% 124
2021
Q3 		$681K Buy
6,725
+4,084
+155% +$426K 0.2% 126
2021
Q2 		$263K Sell
2,641
-120
-4% -$11.2K 0.08% 245
2021
Q1 		$242K Sell
2,761
-571
-17% -$50K 0.08% 219
2020
Q4 		$283K Hold
3,332
– – 0.1% 193
2020
Q3 		$251K Hold
3,332
– – 0.1% 190
2020
Q2 		$225K Buy
+3,332
New +$201K 0.12% 175

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

LexAurum Advisors's IYW Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares US Technology ETF (IYW) stake by 34% in Q2 2026, selling an estimated $188K and leaving 1,623 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #284.

LexAurum Advisors first reported a position in IYW in Q2 2020 and has held it in 23 quarters since. The position peaked at $781K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • LexAurum Advisors held 1,623 shares of iShares US Technology ETF worth $409K as of Q2 2026.
  • LexAurum Advisors sold 820 iShares US Technology ETF shares in Q2 2026, an estimated $188K.
  • iShares US Technology ETF made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #284 holding.
  • LexAurum Advisors first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 23 quarters since.
  • LexAurum Advisors's iShares US Technology ETF position peaked at $781K in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.