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

Maltin 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 		$2.4M Sell
9,510
-25
-0.3% -$5.74K 0.8% 42
2026
Q1 		$1.73M Sell
9,535
-297
-3% -$57.4K 0.66% 43
2025
Q4 		$1.96M Sell
9,832
-132
-1% -$26.4K 0.78% 41
2025
Q3 		$1.95M Buy
9,964
+3
+0% +$549 0.81% 43
2025
Q2 		$1.73M Buy
9,961
+5
+0.1% +$758 0.78% 41
2025
Q1 		$1.4M Sell
9,956
-134
-1% -$20.9K 0.66% 43
2024
Q4 		$1.61M Sell
10,090
-203
-2% -$32.1K 0.79% 40
2024
Q3 		$1.56M Buy
10,293
+7
+0.1% +$1.03K 0.76% 41
2024
Q2 		$1.55M Sell
10,286
-65
-0.6% -$8.98K 0.83% 40
2024
Q1 		$1.4M Sell
10,351
-34
-0.3% -$4.43K 0.79% 40
2023
Q4 		$1.27M Buy
10,385
+7
+0.1% +$793 0.81% 39
2023
Q3 		$1.09M Hold
10,378
– – 0.76% 45
2023
Q2 		$1.13M Sell
10,378
-44
-0.4% -$4.32K 0.8% 41
2023
Q1 		$967K Sell
10,422
-244
-2% -$20.5K 0.7% 49
2022
Q4 		$794K Sell
10,666
-497
-4% -$38K 0.58% 52
2022
Q3 		$819K Sell
11,163
-13
-0.1% -$1.1K 0.65% 55
2022
Q2 		$894K Sell
11,176
-17
-0.2% -$1.5K 0.65% 54
2022
Q1 		$1.15M Sell
11,193
-714
-6% -$72.9K 0.76% 46
2021
Q4 		$1.37M Sell
11,907
-849
-7% -$94.3K 0.82% 41
2021
Q3 		$1.29M Sell
12,756
-591
-4% -$61.7K 0.79% 38
2021
Q2 		$1.33M Sell
13,347
-236
-2% -$22K 0.81% 39
2021
Q1 		$1.19M Sell
13,583
-49
-0.4% -$4.29K 0.77% 40
2020
Q4 		$1.16M Sell
13,632
-212
-2% -$16.9K 0.81% 36
2020
Q3 		$1.04M Sell
13,844
-1,360
-9% -$99.3K 0.74% 38
2020
Q2 		$1.03M Sell
15,204
-628
-4% -$37.9K 0.77% 38
2020
Q1 		$809K Sell
15,832
-620
-4% -$35.9K 0.69% 38
2019
Q4 		$957K Buy
+16,452
New +$895K 0.62% 35

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

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

Maltin Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.26% in Q2 2026, selling an estimated $5.74K and leaving 9,510 shares worth $2.4M. The position accounts for 0.8% of the portfolio, ranked #42.

Maltin Wealth Management first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Maltin Wealth Management held 9,510 shares of iShares US Technology ETF worth $2.4M as of Q2 2026.
  • Maltin Wealth Management sold 25 iShares US Technology ETF shares in Q2 2026, an estimated $5.74K.
  • iShares US Technology ETF made up 0.8% of Maltin Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Maltin Wealth Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.