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Marino Stram & Associates’s iShares US Technology ETF IYW Stock Holding History

Marino Stram & Associates’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 		$481K Hold
1,907
– – 0.08% 124
2026
Q1 		$346K Hold
1,907
– – 0.06% 143
2025
Q4 		$381K Sell
1,907
-337
-15% -$67.4K 0.07% 135
2025
Q3 		$440K Hold
2,244
– – 0.08% 136
2025
Q2 		$389K Buy
2,244
+281
+14% +$42.6K 0.08% 129
2025
Q1 		$276K Sell
1,963
-27
-1% -$4.21K 0.06% 139
2024
Q4 		$317K Buy
1,990
+88
+5% +$13.9K 0.07% 132
2024
Q3 		$288K Buy
1,902
+67
+4% +$9.85K 0.06% 138
2024
Q2 		$276K Buy
1,835
+141
+8% +$19.5K 0.07% 134
2024
Q1 		$229K Sell
1,694
-74
-4% -$9.63K 0.05% 159
2023
Q4 		$217K Buy
+1,768
New +$200K 0.06% 157

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marino Stram & Associates's IYW Position: Q2 2026 in Review

Marino Stram & Associates held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,907 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #124.

Marino Stram & Associates first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Marino Stram & Associates held 1,907 shares of iShares US Technology ETF worth $481K as of Q2 2026.
  • Marino Stram & Associates left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.08% of Marino Stram & Associates's portfolio in Q2 2026, its #124 holding.
  • Marino Stram & Associates first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.