Medallion Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Medallion Wealth 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	$120K	Sell	474 -110	-19%	-$25.3K	0.04%	322
2026 Q1	$106K	Hold	584	–	–	0.03%	344
2025 Q4	$117K	Buy	584 +16	+3%	+$3.2K	0.04%	334
2025 Q3	$111K	Hold	568	–	–	0.04%	337
2025 Q2	$98.3K	Hold	568	–	–	0.04%	349
2025 Q1	$79.9K	Hold	568	–	–	0.04%	347
2024 Q4	$81.2K	Buy	+568	New	+$89.9K	0.04%	333

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Medallion Wealth Advisors's IYW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 19% in Q2 2026, selling an estimated $25.3K and leaving 474 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #322.

Medallion Wealth Advisors first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Medallion Wealth Advisors held 474 shares of iShares US Technology ETF worth $120K as of Q2 2026.
Medallion Wealth Advisors sold 110 iShares US Technology ETF shares in Q2 2026, an estimated $25.3K.
iShares US Technology ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #322 holding.
Medallion Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.