Mission Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Mission Wealth Management’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	$994K	Sell	3,939 -642	-14%	-$147K	0.01%	483
2026 Q1	$831K	Hold	4,581	–	–	0.02%	358
2025 Q4	$915K	Sell	4,581 -9	-0.2%	-$1.8K	0.02%	353
2025 Q3	$899K	Buy	4,590 +9	+0.2%	+$1.65K	0.02%	354
2025 Q2	$794K	Hold	4,581	–	–	0.02%	366
2025 Q1	$643K	Buy	4,581 +93	+2%	+$14.5K	0.02%	400
2024 Q4	$716K	Buy	4,488 +2,320	+107%	+$367K	0.02%	350
2024 Q3	$329K	Hold	2,168	–	–	0.01%	536
2024 Q2	$326K	Hold	2,168	–	–	0.01%	517
2024 Q1	$293K	Hold	2,168	–	–	0.01%	564
2023 Q4	$266K	Buy	+2,168	New	+$246K	0.01%	494

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

Mission Wealth Management's IYW Position: Q2 2026 in Review

Mission Wealth Management reduced its iShares US Technology ETF (IYW) stake by 14% in Q2 2026, selling an estimated $147K and leaving 3,939 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #483.

Mission Wealth Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Mission Wealth Management held 3,939 shares of iShares US Technology ETF worth $994K as of Q2 2026.
Mission Wealth Management sold 642 iShares US Technology ETF shares in Q2 2026, an estimated $147K.
iShares US Technology ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #483 holding.
Mission Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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