LPL Financial
IYW icon

LPL Financial’s iShares US Technology ETF IYW Stock Holding History

LPL Financial’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
2024
Q3 		– Sell
-4,000
Closed -$602K – 5238
2024
Q2 		$602K Buy
+4,000
New +$553K ﹤0.01% 3705
2024
Q1 		– Sell
-21,600
Closed -$2.65M – 4979
2023
Q4 		$2.65M Buy
+21,600
New +$2.45M ﹤0.01% 2169

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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LPL Financial's IYW Position: Q2 2026 in Review

LPL Financial reduced its iShares US Technology ETF (IYW) stake by 0.14% in Q2 2026, selling an estimated $999K and leaving 3,035,854 shares worth $766M. The position accounts for 0.17% of the portfolio, ranked #119.

LPL Financial first reported a position in IYW in Q2 2013 and has held it in 53 quarters since. The position peaked at $938M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • LPL Financial held 3,035,854 shares of iShares US Technology ETF worth $766M as of Q2 2026.
  • LPL Financial sold 4,348 iShares US Technology ETF shares in Q2 2026, an estimated $999K.
  • iShares US Technology ETF made up 0.17% of LPL Financial's portfolio in Q2 2026, its #119 holding.
  • LPL Financial first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's iShares US Technology ETF position peaked at $938M in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.