Maia Wealth’s iShares US Technology ETF IYW Stock Holding History

Maia 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	$2.22M	Sell	8,810 -819	-9%	-$188K	0.33%	89
2026 Q1	$1.75M	Sell	9,629 -449	-4%	-$86.8K	0.3%	103
2025 Q4	$1.92M	Sell	10,078 -613	-6%	-$123K	0.33%	91
2025 Q3	$2.19M	Sell	10,691 -16,119	-60%	-$2.95M	0.37%	75
2025 Q2	$4.65M	Sell	26,810 -4,063	-13%	-$616K	0.89%	24
2025 Q1	$4.22M	Buy	30,873 +180	+0.6%	+$28K	0.96%	21
2024 Q4	$4.82M	Buy	30,693 +186	+0.6%	+$29.4K	1.04%	22
2024 Q3	$4.71M	Sell	30,507 -2,884	-9%	-$424K	1.16%	21
2024 Q2	$5.23M	Buy	+33,391	New	+$4.61M	1.57%	14
2023 Q4	$3.76M	Buy	+30,660	New	+$3.47M	1.52%	10

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

Maia Wealth's IYW Position: Q2 2026 in Review

Maia Wealth reduced its iShares US Technology ETF (IYW) stake by 8.5% in Q2 2026, selling an estimated $188K and leaving 8,810 shares worth $2.22M. The position accounts for 0.33% of the portfolio, ranked #89.

Maia Wealth first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.23M in Q2 2024. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Maia Wealth held 8,810 shares of iShares US Technology ETF worth $2.22M as of Q2 2026.
Maia Wealth sold 819 iShares US Technology ETF shares in Q2 2026, an estimated $188K.
iShares US Technology ETF made up 0.33% of Maia Wealth's portfolio in Q2 2026, its #89 holding.
Maia Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares US Technology ETF position peaked at $5.23M in Q2 2024.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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