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

LongView 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	$3.16M	Sell	12,509 -178	-1%	-$40.9K	0.81%	32
2026 Q1	$2.56M	Sell	12,687 -304	-2%	-$58.7K	0.64%	43
2025 Q4	$2.63M	Sell	12,991 -238	-2%	-$47.6K	0.64%	44
2025 Q3	$2.59M	Buy	13,229 +190	+1%	+$34.8K	0.7%	38
2025 Q2	$2.26M	Sell	13,039 -53	-0.4%	-$8.03K	0.68%	40
2025 Q1	$1.84M	Sell	13,092 -2	-0%	-$312	0.55%	44
2024 Q4	$2.09M	Buy	13,094 +55	+0.4%	+$8.7K	0.64%	37
2024 Q3	$1.98M	Sell	13,039 -580	-4%	-$85.3K	0.63%	38
2024 Q2	$2.05M	Buy	13,619 +50	+0.4%	+$6.91K	0.76%	35
2024 Q1	$1.83M	Sell	13,569 -40	-0.3%	-$5.21K	0.73%	35
2023 Q4	$1.65M	Buy	+13,609	New	+$1.54M	0.74%	36

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

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

LongView Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, selling an estimated $40.9K and leaving 12,509 shares worth $3.16M. The position accounts for 0.81% of the portfolio, ranked #32.

LongView Wealth Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

LongView Wealth Management held 12,509 shares of iShares US Technology ETF worth $3.16M as of Q2 2026.
LongView Wealth Management sold 178 iShares US Technology ETF shares in Q2 2026, an estimated $40.9K.
iShares US Technology ETF made up 0.81% of LongView Wealth Management's portfolio in Q2 2026, its #32 holding.
LongView Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.