LiftPoint Family Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

LiftPoint Family Wealth 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	$1.08M	Sell	4,271 -561	-12%	-$129K	0.73%	26
2026 Q1	$877K	Sell	4,832 -5,448	-53%	-$1.05M	0.73%	25
2025 Q4	$2.05M	Buy	+10,280	New	+$2.06M	1.75%	17

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 22.9% 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

LiftPoint Family Wealth Advisors's IYW Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 12% in Q2 2026, selling an estimated $129K and leaving 4,271 shares worth $1.08M. The position accounts for 0.73% of the portfolio, ranked #26.

LiftPoint Family Wealth Advisors first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

LiftPoint Family Wealth Advisors held 4,271 shares of iShares US Technology ETF worth $1.08M as of Q2 2026.
LiftPoint Family Wealth Advisors sold 561 iShares US Technology ETF shares in Q2 2026, an estimated $129K.
iShares US Technology ETF made up 0.73% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #26 holding.
LiftPoint Family Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
LiftPoint Family Wealth Advisors's iShares US Technology ETF position peaked at $2.05M in Q4 2025.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.