MSWMA
IYW icon

Market Street Wealth Management Advisors’s iShares US Technology ETF IYW Stock Holding History

Market Street Wealth Management Advisors’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 		$2.8M Sell
11,116
-123
-1% -$28.3K 0.4% 33
2026
Q1 		$2.04M Sell
11,239
-92
-0.8% -$17.8K 0.32% 36
2025
Q4 		$2.26M Sell
11,331
-348
-3% -$69.6K 0.35% 36
2025
Q3 		$2.29M Sell
11,679
-94
-0.8% -$17.2K 0.36% 36
2025
Q2 		$2.04M Sell
11,773
-201
-2% -$30.5K 0.33% 38
2025
Q1 		$1.68M Sell
11,974
-1,133
-9% -$176K 0.29% 40
2024
Q4 		$2.09M Sell
13,107
-767
-6% -$121K 0.35% 36
2024
Q3 		$2.1M Sell
13,874
-77
-0.6% -$11.3K 0.35% 36
2024
Q2 		$2.1M Sell
13,951
-766
-5% -$106K 0.36% 35
2024
Q1 		$1.99M Sell
14,717
-1,085
-7% -$141K 0.35% 36
2023
Q4 		$1.94M Sell
15,802
-41,798
-73% -$4.73M 0.41% 36
2023
Q3 		$6.04M Sell
57,600
-55,894
-49% -$6.08M 1.55% 17
2023
Q2 		$12.4M Buy
113,494
+1,610
+1% +$158K 3.14% 12
2023
Q1 		$10.4M Buy
111,884
+40,391
+56% +$3.39M 2.73% 12
2022
Q4 		$5.33M Buy
+71,493
New +$5.47M 1.54% 15

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
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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Market Street Wealth Management Advisors's IYW Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, selling an estimated $28.3K and leaving 11,116 shares worth $2.8M. The position accounts for 0.4% of the portfolio, ranked #33.

Market Street Wealth Management Advisors first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q2 2023. 873 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Market Street Wealth Management Advisors held 11,116 shares of iShares US Technology ETF worth $2.8M as of Q2 2026.
  • Market Street Wealth Management Advisors sold 123 iShares US Technology ETF shares in Q2 2026, an estimated $28.3K.
  • iShares US Technology ETF made up 0.4% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #33 holding.
  • Market Street Wealth Management Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Market Street Wealth Management Advisors's iShares US Technology ETF position peaked at $12.4M in Q2 2023.
  • 873 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.