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

Modern 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	$2.11M	Buy	8,372 +528	+7%	+$121K	0.03%	384
2026 Q1	$1.45M	Sell	7,844 -1,093	-12%	-$211K	0.02%	350
2025 Q4	$1.78M	Buy	8,937 +3,642	+69%	+$728K	0.03%	314
2025 Q3	$1.04M	Sell	5,295 -14,743	-74%	-$2.7M	0.02%	387
2025 Q2	$3.47M	Sell	20,038 -60,552	-75%	-$9.18M	0.09%	199
2025 Q1	$11.3M	Buy	80,590 +8,263	+11%	+$1.29M	0.36%	64
2024 Q4	$11.5M	Buy	72,327 +14,505	+25%	+$2.3M	0.43%	55
2024 Q3	$8.77M	Buy	57,822 +399	+0.7%	+$58.7K	0.54%	37
2024 Q2	$8.64M	Buy	57,423 +54,757	+2,054%	+$7.57M	0.64%	32
2024 Q1	$360K	Buy	+2,666	New	+$347K	0.03%	215

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

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

Modern Wealth Management increased its iShares US Technology ETF (IYW) stake by 6.7% in Q2 2026, buying an estimated $121K and bringing the position to 8,372 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #384.

Modern Wealth Management first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.5M in Q4 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Modern Wealth Management held 8,372 shares of iShares US Technology ETF worth $2.11M as of Q2 2026.
Modern Wealth Management bought 528 iShares US Technology ETF shares in Q2 2026, an estimated $121K.
iShares US Technology ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #384 holding.
Modern Wealth Management first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's iShares US Technology ETF position peaked at $11.5M in Q4 2024.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.