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

Modera 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 		$1.08M Buy
4,275
+266
+7% +$61.1K 0.01% 335
2026
Q1 		$727K Buy
4,009
+39
+1% +$7.54K 0.01% 371
2025
Q4 		$793K Sell
3,970
-232
-6% -$46.4K 0.01% 369
2025
Q3 		$823K Buy
4,202
+236
+6% +$43.2K 0.01% 364
2025
Q2 		$687K Sell
3,966
-46
-1% -$6.97K 0.01% 386
2025
Q1 		$563K Buy
4,012
+23
+0.6% +$3.58K 0.01% 409
2024
Q4 		$636K Sell
3,989
-7
-0.2% -$1.11K 0.01% 391
2024
Q3 		$606K Buy
3,996
+7
+0.2% +$1.03K 0.01% 383
2024
Q2 		$600K Hold
3,989
– – 0.01% 366
2024
Q1 		$539K Buy
3,989
+202
+5% +$26.3K 0.01% 380
2023
Q4 		$465K Sell
3,787
-361
-9% -$40.9K 0.01% 385
2023
Q3 		$435K Sell
4,148
-258
-6% -$28.1K 0.01% 380
2023
Q2 		$480K Buy
4,406
+2,078
+89% +$204K 0.01% 386
2023
Q1 		$216K Buy
+2,328
New +$195K 0.01% 327
2022
Q3 		– Sell
-2,529
Closed -$202K – 330
2022
Q2 		$202K Sell
2,529
-160
-6% -$14.2K 0.01% 321
2022
Q1 		$277K Buy
2,689
+160
+6% +$16.3K 0.01% 295
2021
Q4 		$290K Hold
2,529
– – 0.01% 427
2021
Q3 		$256K Hold
2,529
– – 0.01% 231
2021
Q2 		$251K Hold
2,529
– – 0.01% 202
2021
Q1 		$221K Hold
2,529
– – 0.01% 207
2020
Q4 		$216K Buy
+2,529
New +$202K 0.02% 217

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Modera Wealth Management increased its iShares US Technology ETF (IYW) stake by 6.6% in Q2 2026, buying an estimated $61.1K and bringing the position to 4,275 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #335.

Modera Wealth Management first reported a position in IYW in Q4 2020 and has held it in 21 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Modera Wealth Management held 4,275 shares of iShares US Technology ETF worth $1.08M as of Q2 2026.
  • Modera Wealth Management bought 266 iShares US Technology ETF shares in Q2 2026, an estimated $61.1K.
  • iShares US Technology ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Modera Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 21 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.