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MMBG Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

MMBG Investment 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 		$3.78M Hold
14,991
– – 0.3% 55
2026
Q1 		$2.72M Sell
14,991
-215
-1% -$41.5K 0.25% 59
2025
Q4 		$3.04M Sell
15,206
-3,479
-19% -$696K 0.26% 57
2025
Q3 		$3.66M Sell
18,685
-5,368
-22% -$982K 0.32% 49
2025
Q2 		$4.17M Hold
24,053
– – 0.41% 47
2025
Q1 		$3.38M Hold
24,053
– – 0.38% 48
2024
Q4 		$3.84M Sell
24,053
-24,830
-51% -$3.93M 0.41% 45
2024
Q3 		$7.41M Hold
48,883
– – 0.77% 30
2024
Q2 		$7.36M Sell
48,883
-10,667
-18% -$1.47M 0.79% 26
2024
Q1 		$8.04M Sell
59,550
-2,740
-4% -$357K 0.85% 26
2023
Q4 		$7.65M Hold
62,290
– – 0.9% 26
2023
Q3 		$6.54M Hold
62,290
– – 0.82% 26
2023
Q2 		$6.69M Hold
62,290
– – 0.81% 28
2023
Q1 		$5.78M Hold
62,290
– – 0.73% 30
2022
Q4 		$4.64M Hold
62,290
– – 0.61% 42
2022
Q3 		$4.57M Hold
62,290
– – 0.61% 41
2022
Q2 		$4.98M Sell
62,290
-1,960
-3% -$173K 0.62% 40
2022
Q1 		$6.62M Buy
64,250
+32,000
+99% +$3.27M 0.69% 33
2021
Q4 		$3.7M Buy
+32,250
New +$3.58M 0.36% 54

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

MMBG Investment Advisors's IYW Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 14,991 shares worth $3.78M. The position accounts for 0.3% of the portfolio, ranked #55.

MMBG Investment Advisors first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.04M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • MMBG Investment Advisors held 14,991 shares of iShares US Technology ETF worth $3.78M as of Q2 2026.
  • MMBG Investment Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.3% of MMBG Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • MMBG Investment Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's iShares US Technology ETF position peaked at $8.04M in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.