Liberty Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Liberty Wealth Management’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	$5.25M	Hold	28,877	–	–	0.66%	38
2026 Q1	$5.25M	Sell	28,877 -15,187	-34%	-$2.93M	0.66%	38
2025 Q4	$8.8M	Sell	44,064 -743	-2%	-$149K	1.14%	23
2025 Q3	$8.78M	Sell	44,807 -14	-0%	-$2.56K	1.24%	20
2025 Q2	$7.77M	Sell	44,821 -3,279	-7%	-$497K	1.22%	20
2025 Q1	$6.75M	Buy	48,100 +1,567	+3%	+$244K	1.29%	24
2024 Q4	$7.42M	Sell	46,533 -3,020	-6%	-$478K	1.24%	23
2024 Q3	$7.51M	Buy	49,553 +563	+1%	+$82.8K	1.28%	21
2024 Q2	$7.37M	Sell	48,990 -9,931	-17%	-$1.37M	1.35%	20
2024 Q1	$7.95M	Buy	58,921 +569	+1%	+$74.1K	1.55%	17
2023 Q4	$7.16M	Buy	58,352 +19,511	+50%	+$2.21M	1.54%	17
2023 Q3	$4.07M	Sell	38,841 -32,504	-46%	-$3.53M	1.01%	28
2023 Q2	$7.77M	Buy	71,345 +1,259	+2%	+$124K	1.92%	13
2023 Q1	$6.5M	Buy	+70,086	New	+$5.88M	1.34%	18
2022 Q1	–	Sell	-2,067	Closed	-$237K	–	169
2021 Q4	$237K	Buy	2,067 +962	+87%	+$107K	0.01%	142
2021 Q3	$112K	Buy	+1,105	New	+$115K	0.04%	272

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

Liberty Wealth Management's IYW Position: Q2 2026 in Review

Liberty Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 28,877 shares worth $5.25M. The position accounts for 0.66% of the portfolio, ranked #38.

Liberty Wealth Management first reported a position in IYW in Q3 2021 and has held it in 16 quarters since. The position peaked at $8.8M in Q4 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Liberty Wealth Management held 28,877 shares of iShares US Technology ETF worth $5.25M as of Q2 2026.
Liberty Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.66% of Liberty Wealth Management's portfolio in Q2 2026, its #38 holding.
Liberty Wealth Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 16 quarters since.
Liberty Wealth Management's iShares US Technology ETF position peaked at $8.8M in Q4 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.