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

Moneta Group 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 		$2.64M Buy
10,480
+1,218
+13% +$280K 0.02% 269
2026
Q1 		$1.68M Buy
9,262
+634
+7% +$123K 0.01% 291
2025
Q4 		$1.72M Sell
8,628
-17,085
-66% -$3.42M 0.01% 283
2025
Q3 		$5.04M Buy
25,713
+18,556
+259% +$3.39M 0.04% 163
2025
Q2 		$1.24M Sell
7,157
-43
-0.6% -$6.52K 0.01% 279
2025
Q1 		$1.01M Buy
7,200
+2,211
+44% +$344K 0.01% 290
2024
Q4 		$796K Sell
4,989
-100
-2% -$15.8K 0.01% 313
2024
Q3 		$772K Buy
5,089
+1,832
+56% +$269K 0.01% 318
2024
Q2 		$490K Buy
3,257
+937
+40% +$129K 0.01% 394
2024
Q1 		$313K Buy
2,320
+208
+10% +$27.1K 0.01% 472
2023
Q4 		$259K Buy
2,112
+100
+5% +$11.3K 0.01% 475
2023
Q3 		$211K Buy
2,012
+35
+2% +$3.81K ﹤0.01% 482
2023
Q2 		$215K Buy
+1,977
New +$194K ﹤0.01% 492
2022
Q2 		– Sell
-2,135
Closed -$220K – 486
2022
Q1 		$220K Sell
2,135
-1,235
-37% -$126K 0.01% 407
2021
Q4 		$387K Buy
+3,370
New +$374K 0.02% 336
2018
Q2 		– Sell
-500
Closed -$21K – 521
2018
Q1 		$21K Buy
+500
New +$21.5K ﹤0.01% 400

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

Moneta Group Investment Advisors's IYW Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares US Technology ETF (IYW) stake by 13% in Q2 2026, buying an estimated $280K and bringing the position to 10,480 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #269.

Moneta Group Investment Advisors first reported a position in IYW in Q1 2018 and has held it in 16 quarters since. The position peaked at $5.04M in Q3 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Moneta Group Investment Advisors held 10,480 shares of iShares US Technology ETF worth $2.64M as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,218 iShares US Technology ETF shares in Q2 2026, an estimated $280K.
  • iShares US Technology ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • Moneta Group Investment Advisors first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's iShares US Technology ETF position peaked at $5.04M in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.