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Montag & Associates’s iShares US Technology ETF IYW Stock Holding History

Montag & Associates’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 		$1.29M Sell
5,130
-560
-10% -$129K 0.05% 219
2026
Q1 		$1.03M Sell
5,690
-77
-1% -$14.9K 0.05% 244
2025
Q4 		$1.15M Buy
5,767
+112
+2% +$22.4K 0.05% 225
2025
Q3 		$1.11M Sell
5,655
-243
-4% -$44.5K 0.05% 232
2025
Q2 		$1.02M Buy
5,898
+60
+1% +$9.1K 0.05% 235
2025
Q1 		$820K Hold
5,838
– – 0.04% 259
2024
Q4 		$931K Hold
5,838
– – 0.04% 249
2024
Q3 		$885K Sell
5,838
-148
-2% -$21.8K 0.04% 258
2024
Q2 		$901K Hold
5,986
– – 0.05% 243
2024
Q1 		$808K Sell
5,986
-80
-1% -$10.4K 0.04% 271
2023
Q4 		$745K Sell
6,066
-170
-3% -$19.3K 0.04% 265
2023
Q3 		$655K Sell
6,236
-93
-1% -$10.1K 0.04% 258
2023
Q2 		$689K Sell
6,329
-23
-0.4% -$2.26K 0.04% 256
2023
Q1 		$590K Sell
6,352
-138
-2% -$11.6K 0.04% 261
2022
Q4 		$483K Sell
6,490
-1,575
-20% -$120K 0.03% 269
2022
Q3 		$592K Sell
8,065
-124
-2% -$10.5K 0.04% 243
2022
Q2 		$655K Sell
8,189
-3,480
-30% -$308K 0.04% 239
2022
Q1 		$1.2M Sell
11,669
-540
-4% -$55.1K 0.06% 213
2021
Q4 		$1.4M Sell
12,209
-239
-2% -$26.5K 0.07% 207
2021
Q3 		$1.26M Buy
12,448
+1,040
+9% +$109K 0.07% 209
2021
Q2 		$1.13M Sell
11,408
-200
-2% -$18.7K 0.06% 221
2021
Q1 		$1.02M Sell
11,608
-215
-2% -$18.8K 0.06% 220
2020
Q4 		$1.01M Sell
11,823
-4,301
-27% -$344K 0.06% 204
2020
Q3 		$1.21M Buy
16,124
+4,420
+38% +$323K 0.1% 167
2020
Q2 		$789K Buy
11,704
+600
+5% +$36.2K 0.07% 188
2020
Q1 		$567K Sell
11,104
-200
-2% -$11.6K 0.06% 213
2019
Q4 		$657K Buy
11,304
+1,160
+11% +$63.1K 0.05% 214
2019
Q3 		$518K Sell
10,144
-940
-8% -$47.8K 0.05% 217
2019
Q2 		$548K Sell
11,084
-4,380
-28% -$214K 0.05% 218
2019
Q1 		$737K Buy
15,464
+572
+4% +$25.4K 0.07% 198
2018
Q4 		$595K Buy
14,892
+9,136
+159% +$396K 0.06% 188
2018
Q3 		$279K Buy
+5,756
New +$272K 0.02% 278

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

Montag & Associates's IYW Position: Q2 2026 in Review

Montag & Associates reduced its iShares US Technology ETF (IYW) stake by 9.8% in Q2 2026, selling an estimated $129K and leaving 5,130 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #219.

Montag & Associates first reported a position in IYW in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.4M in Q4 2021. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Montag & Associates held 5,130 shares of iShares US Technology ETF worth $1.29M as of Q2 2026.
  • Montag & Associates sold 560 iShares US Technology ETF shares in Q2 2026, an estimated $129K.
  • iShares US Technology ETF made up 0.05% of Montag & Associates's portfolio in Q2 2026, its #219 holding.
  • Montag & Associates first reported a position in iShares US Technology ETF in Q3 2018 and has held it in 32 quarters since.
  • Montag & Associates's iShares US Technology ETF position peaked at $1.4M in Q4 2021.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.