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MAI Capital Management’s iShares US Technology ETF IYW Stock Holding History

MAI Capital 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 		$14.2M Buy
56,352
+934
+2% +$215K 0.05% 272
2026
Q1 		$10.1M Sell
55,418
-590
-1% -$114K 0.06% 279
2025
Q4 		$11.2M Buy
56,008
+574
+1% +$115K 0.06% 251
2025
Q3 		$10.9M Sell
55,434
-363
-0.7% -$66.4K 0.07% 240
2025
Q2 		$9.67M Sell
55,797
-576
-1% -$87.3K 0.07% 230
2025
Q1 		$7.92M Sell
56,373
-1,700
-3% -$265K 0.06% 259
2024
Q4 		$9.26M Buy
58,073
+37,156
+178% +$5.88M 0.07% 232
2024
Q3 		$3.17M Buy
20,917
+965
+5% +$142K 0.03% 314
2024
Q2 		$3M Buy
19,952
+285
+1% +$39.4K 0.03% 334
2024
Q1 		$2.66M Sell
19,667
-237
-1% -$30.9K 0.03% 346
2023
Q4 		$2.44M Buy
19,904
+9,299
+88% +$1.05M 0.03% 290
2023
Q3 		$1.11M Buy
10,605
+2,312
+28% +$251K 0.02% 413
2023
Q2 		$903K Buy
8,293
+412
+5% +$40.5K 0.01% 456
2023
Q1 		$731K Sell
7,881
-11,983
-60% -$1.01M 0.01% 510
2022
Q4 		$1.48M Buy
19,864
+4,627
+30% +$354K 0.02% 340
2022
Q3 		$1.12M Buy
15,237
+2,795
+22% +$237K 0.02% 352
2022
Q2 		$995K Buy
12,442
+454
+4% +$40.2K 0.02% 378
2022
Q1 		$1.24M Buy
11,988
+1,880
+19% +$192K 0.02% 351
2021
Q4 		$1.16M Buy
10,108
+1,186
+13% +$132K 0.02% 382
2021
Q3 		$903K Buy
8,922
+194
+2% +$20.2K 0.02% 390
2021
Q2 		$868K Buy
8,728
+1,610
+23% +$150K 0.02% 389
2021
Q1 		$624K Buy
7,118
+3,037
+74% +$266K 0.01% 434
2020
Q4 		$347K Buy
+4,081
New +$326K 0.01% 519

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

MAI Capital Management's IYW Position: Q2 2026 in Review

MAI Capital Management increased its iShares US Technology ETF (IYW) stake by 1.7% in Q2 2026, buying an estimated $215K and bringing the position to 56,352 shares worth $14.2M. The position accounts for 0.05% of the portfolio, ranked #272.

MAI Capital Management first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • MAI Capital Management held 56,352 shares of iShares US Technology ETF worth $14.2M as of Q2 2026.
  • MAI Capital Management bought 934 iShares US Technology ETF shares in Q2 2026, an estimated $215K.
  • iShares US Technology ETF made up 0.05% of MAI Capital Management's portfolio in Q2 2026, its #272 holding.
  • MAI Capital Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.