MPW
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MA Private Wealth’s iShares US Technology ETF IYW Stock Holding History

MA Private Wealth’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 		$6.63M Sell
26,280
-16,924
-39% -$3.89M 0.99% 23
2026
Q1 		$7.84M Sell
43,204
-464
-1% -$89.7K 1.33% 21
2025
Q4 		$8.72M Sell
43,668
-75,921
-63% -$15.2M 1.45% 21
2025
Q3 		$23.4M Sell
119,589
-555
-0.5% -$102K 3.94% 8
2025
Q2 		$20.8M Buy
120,144
+778
+0.7% +$118K 3.72% 8
2025
Q1 		$16.8M Buy
119,366
+1,277
+1% +$199K 3.15% 10
2024
Q4 		$18.8M Buy
118,089
+1,000
+0.9% +$158K 3.52% 10
2024
Q3 		$17.8M Sell
117,089
-6,574
-5% -$967K 3.32% 10
2024
Q2 		$18.6M Sell
123,663
-1,240
-1% -$171K 3.68% 9
2024
Q1 		$16.9M Sell
124,903
-1,089
-0.9% -$142K 3.42% 8
2023
Q4 		$15.5M Buy
125,992
+34,738
+38% +$3.93M 3.3% 8
2023
Q3 		$9.57M Sell
91,254
-40,271
-31% -$4.38M 2.26% 11
2023
Q2 		$14.3M Sell
131,525
-820
-0.6% -$80.5K 3.32% 6
2023
Q1 		$12.3M Buy
132,345
+15,188
+13% +$1.27M 2.99% 6
2022
Q4 		$8.73M Buy
+117,157
New +$8.96M 2.1% 13

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

MA Private Wealth's IYW Position: Q2 2026 in Review

MA Private Wealth reduced its iShares US Technology ETF (IYW) stake by 39% in Q2 2026, selling an estimated $3.89M and leaving 26,280 shares worth $6.63M. The position accounts for 0.99% of the portfolio, ranked #23.

MA Private Wealth first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.4M in Q3 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • MA Private Wealth held 26,280 shares of iShares US Technology ETF worth $6.63M as of Q2 2026.
  • MA Private Wealth sold 16,924 iShares US Technology ETF shares in Q2 2026, an estimated $3.89M.
  • iShares US Technology ETF made up 0.99% of MA Private Wealth's portfolio in Q2 2026, its #23 holding.
  • MA Private Wealth first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • MA Private Wealth's iShares US Technology ETF position peaked at $23.4M in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.