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MKT Advisors’s iShares US Technology ETF IYW Stock Holding History

MKT 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 		$1.39M Sell
5,707
-411
-7% -$94.4K 0.43% 35
2026
Q1 		$1.15M Buy
6,118
+588
+11% +$114K 0.38% 36
2025
Q4 		$1.11M Buy
5,530
+153
+3% +$30.6K 0.38% 39
2025
Q3 		$1.06M Sell
5,377
-2,169
-29% -$397K 0.39% 39
2025
Q2 		$1.29M Sell
7,546
-543
-7% -$82.3K 0.51% 34
2025
Q1 		$1.01M Buy
8,089
+602
+8% +$93.8K 0.47% 34
2024
Q4 		$1.21M Sell
7,487
-279
-4% -$44.1K 0.53% 32
2024
Q3 		$1.16M Sell
7,766
-325
-4% -$47.8K 0.54% 30
2024
Q2 		$1.27M Buy
8,091
+170
+2% +$23.5K 0.63% 25
2024
Q1 		$1.06M Buy
7,921
+2,480
+46% +$323K 0.58% 29
2023
Q4 		$640K Sell
5,441
-1,978
-27% -$224K 0.42% 46
2023
Q3 		$788K Sell
7,419
-66
-0.9% -$7.18K 0.6% 33
2023
Q2 		$848K Buy
7,485
+3,448
+85% +$339K 0.6% 31
2023
Q1 		$368K Buy
4,037
+173
+4% +$14.5K 0.28% 71
2022
Q4 		$299K Buy
+3,864
New +$296K 0.23% 88
2022
Q2 		– Sell
-2,933
Closed -$251K – 141
2022
Q1 		$251K Sell
2,933
-73
-2% -$7.45K 0.19% 109
2021
Q4 		$298K Buy
+3,006
New +$334K 0.23% 93

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

MKT Advisors's IYW Position: Q2 2026 in Review

MKT Advisors reduced its iShares US Technology ETF (IYW) stake by 6.7% in Q2 2026, selling an estimated $94.4K and leaving 5,707 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #35.

MKT Advisors first reported a position in IYW in Q4 2021 and has held it in 17 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • MKT Advisors held 5,707 shares of iShares US Technology ETF worth $1.39M as of Q2 2026.
  • MKT Advisors sold 411 iShares US Technology ETF shares in Q2 2026, an estimated $94.4K.
  • iShares US Technology ETF made up 0.43% of MKT Advisors's portfolio in Q2 2026, its #35 holding.
  • MKT Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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