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Mayflower Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Mayflower Financial 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 		$2.91M Sell
11,542
-1,598
-12% -$367K 0.25% 93
2026
Q1 		$2.38M Buy
13,140
+65
+0.5% +$12.6K 0.29% 87
2025
Q4 		$2.61M Buy
13,075
+173
+1% +$34.6K 0.32% 79
2025
Q3 		$2.53M Sell
12,902
-13,880
-52% -$2.54M 0.32% 79
2025
Q2 		$4.64M Buy
26,782
+518
+2% +$78.5K 0.65% 40
2025
Q1 		$3.69M Buy
26,264
+1,456
+6% +$227K 0.56% 45
2024
Q4 		$3.96M Buy
24,808
+190
+0.8% +$30.1K 0.59% 41
2024
Q3 		$3.73M Sell
24,618
-35
-0.1% -$5.15K 0.56% 45
2024
Q2 		$3.71M Buy
24,653
+1,102
+5% +$152K 0.61% 41
2024
Q1 		$3.18M Buy
23,551
+2,060
+10% +$268K 0.53% 47
2023
Q4 		$2.64M Buy
21,491
+7,844
+57% +$889K 0.36% 65
2023
Q3 		$1.43M Sell
13,647
-26,143
-66% -$2.84M 0.21% 96
2023
Q2 		$4.33M Sell
39,790
-6,328
-14% -$622K 0.56% 45
2023
Q1 		$4.28M Buy
46,118
+15,553
+51% +$1.31M 0.56% 44
2022
Q4 		$2.28M Buy
+30,565
New +$2.34M 0.32% 67
2022
Q3 		– Sell
-3,031
Closed -$242K – 349
2022
Q2 		$242K Sell
3,031
-567
-16% -$50.2K 0.04% 289
2022
Q1 		$371K Buy
3,598
+1,834
+104% +$187K 0.05% 237
2021
Q4 		$203K Buy
+1,764
New +$196K 0.03% 316

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

Mayflower Financial Advisors's IYW Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 12% in Q2 2026, selling an estimated $367K and leaving 11,542 shares worth $2.91M. The position accounts for 0.25% of the portfolio, ranked #93.

Mayflower Financial Advisors first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.64M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Mayflower Financial Advisors held 11,542 shares of iShares US Technology ETF worth $2.91M as of Q2 2026.
  • Mayflower Financial Advisors sold 1,598 iShares US Technology ETF shares in Q2 2026, an estimated $367K.
  • iShares US Technology ETF made up 0.25% of Mayflower Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Mayflower Financial Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • Mayflower Financial Advisors's iShares US Technology ETF position peaked at $4.64M in Q2 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.