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McDonald Partners’s iShares US Technology ETF IYW Stock Holding History

McDonald Partners’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 		$634K Buy
2,512
+693
+38% +$159K 0.15% 134
2026
Q1 		$330K Buy
1,819
+394
+28% +$76.1K 0.08% 177
2025
Q4 		$285K Buy
+1,425
New +$285K 0.09% 178
2022
Q1 		– Sell
-6,100
Closed -$700K – 511
2021
Q4 		$700K Buy
+6,100
New +$677K 0.65% 44

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

McDonald Partners's IYW Position: Q2 2026 in Review

McDonald Partners increased its iShares US Technology ETF (IYW) stake by 38% in Q2 2026, buying an estimated $159K and bringing the position to 2,512 shares worth $634K. The position accounts for 0.15% of the portfolio, ranked #134.

McDonald Partners first reported a position in IYW in Q4 2021 and has held it in 4 quarters since. The position peaked at $700K in Q4 2021. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • McDonald Partners held 2,512 shares of iShares US Technology ETF worth $634K as of Q2 2026.
  • McDonald Partners bought 693 iShares US Technology ETF shares in Q2 2026, an estimated $159K.
  • iShares US Technology ETF made up 0.15% of McDonald Partners's portfolio in Q2 2026, its #134 holding.
  • McDonald Partners first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 4 quarters since.
  • McDonald Partners's iShares US Technology ETF position peaked at $700K in Q4 2021.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.