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Monetary Solutions’s iShares US Technology ETF IYW Stock Holding History

Monetary Solutions’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 		$32.8K Hold
130
– – 0.03% 141
2026
Q1 		$23.6K Hold
130
– – 0.02% 156
2025
Q4 		$26K Buy
+130
New +$26K 0.03% 147

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
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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Monetary Solutions's IYW Position: Q2 2026 in Review

Monetary Solutions held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 130 shares worth $32.8K. The position accounts for 0.03% of the portfolio, ranked #141.

Monetary Solutions first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Monetary Solutions held 130 shares of iShares US Technology ETF worth $32.8K as of Q2 2026.
  • Monetary Solutions left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.03% of Monetary Solutions's portfolio in Q2 2026, its #141 holding.
  • Monetary Solutions first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.