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

Merkkuri 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	–	Sell	-353	Closed	-$64K	–	221
2026 Q1	$64K	Buy	+353	New	+$68.2K	0.04%	115
2025 Q3	–	Sell	-8,099	Closed	-$1.4M	–	82
2025 Q2	$1.4M	Sell	8,099 -61	-0.7%	-$9.25K	1.07%	32
2025 Q1	$1.15M	Buy	8,160 +137	+2%	+$21.3K	0.98%	33
2024 Q4	$1.28M	Buy	8,023 +17	+0.2%	+$2.69K	1.01%	33
2024 Q3	$1.21M	Sell	8,006 -141	-2%	-$20.7K	0.96%	35
2024 Q2	$1.23M	Buy	+8,147	New	+$1.13M	1.13%	32

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 22.9% 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

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

Merkkuri Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 353 shares — an estimated $64K sold.

Merkkuri Wealth Advisors first reported a position in IYW in Q2 2024 and held it in 6 quarters. The position peaked at $1.4M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 353 iShares US Technology ETF shares in Q2 2026, an estimated $64K.
Merkkuri Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2024 and held it in 6 quarters.
Merkkuri Wealth Advisors's iShares US Technology ETF position peaked at $1.4M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.