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

Lloyd 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	$70.3K	Buy	279 +119	+74%	+$27.3K	0.03%	203
2026 Q1	$29K	Sell	160 -119	-43%	-$23K	0.01%	339
2025 Q4	$55.7K	Buy	+279	New	+$55.8K	0.02%	226
2025 Q3	–	Sell	-1,520	Closed	-$263K	–	104
2025 Q2	$263K	Sell	1,520 -194	-11%	-$29.4K	0.13%	79
2025 Q1	$241K	Sell	1,714 -166	-9%	-$25.9K	0.12%	80
2024 Q4	$300K	Sell	1,880 -131	-7%	-$20.7K	0.14%	73
2024 Q3	$305K	Sell	2,011 -207	-9%	-$30.4K	0.15%	80
2024 Q2	$334K	Buy	+2,218	New	+$307K	0.16%	69
2024 Q1	–	Sell	-2,138	Closed	-$262K	–	153
2023 Q4	$262K	Buy	+2,138	New	+$242K	0.12%	102
2020 Q1	–	Sell	-6,196	Closed	-$360K	–	344
2019 Q4	$360K	Buy	+6,196	New	+$337K	0.33%	42

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

Lloyd Advisory Services's IYW Position: Q2 2026 in Review

Lloyd Advisory Services increased its iShares US Technology ETF (IYW) stake by 74% in Q2 2026, buying an estimated $27.3K and bringing the position to 279 shares worth $70.3K. The position accounts for 0.03% of the portfolio, ranked #203.

Lloyd Advisory Services first reported a position in IYW in Q4 2019 and has held it in 10 quarters since. The position peaked at $360K in Q4 2019. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Lloyd Advisory Services held 279 shares of iShares US Technology ETF worth $70.3K as of Q2 2026.
Lloyd Advisory Services bought 119 iShares US Technology ETF shares in Q2 2026, an estimated $27.3K.
iShares US Technology ETF made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #203 holding.
Lloyd Advisory Services first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 10 quarters since.
Lloyd Advisory Services's iShares US Technology ETF position peaked at $360K in Q4 2019.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.