MHWM
IYW icon

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

Montz Harcus 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 		$1.47M Sell
5,811
-3,200
-36% -$735K 0.52% 26
2026
Q1 		$1.63M Sell
9,011
-1,442
-14% -$279K 0.66% 24
2025
Q4 		$2.09M Buy
10,453
+64
+0.6% +$12.8K 0.85% 21
2025
Q3 		$2.03M Buy
10,389
+3
+0% +$549 0.89% 20
2025
Q2 		$1.8M Buy
10,386
+6
+0.1% +$910 0.87% 20
2025
Q1 		$1.46M Sell
10,380
-824
-7% -$128K 0.8% 22
2024
Q4 		$1.79M Sell
11,204
-1,851
-14% -$293K 1% 19
2024
Q3 		$1.98M Buy
13,055
+9
+0.1% +$1.32K 1.16% 16
2024
Q2 		$1.96M Buy
13,046
+7
+0.1% +$967 1.27% 16
2024
Q1 		$1.76M Buy
13,039
+8
+0.1% +$1.04K 1.19% 15
2023
Q4 		$1.6M Buy
13,031
+18
+0.1% +$2.04K 1.22% 15
2023
Q3 		$1.37M Hold
13,013
– – 1.17% 16
2023
Q2 		$1.42M Buy
13,013
+8
+0.1% +$786 1.17% 14
2023
Q1 		$1.21M Buy
13,005
+15
+0.1% +$1.26K 1.12% 16
2022
Q4 		$968K Buy
12,990
+25
+0.2% +$1.91K 0.96% 17
2022
Q3 		$951K Buy
12,965
+20
+0.2% +$1.7K 1.05% 16
2022
Q2 		$1.03M Buy
12,945
+12
+0.1% +$1.06K 1.09% 16
2022
Q1 		$1.33M Buy
12,933
+5
+0% +$511 1.2% 15
2021
Q4 		$1.48M Buy
+12,928
New +$1.44M 1.3% 16

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

Montz Harcus Wealth Management's IYW Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its iShares US Technology ETF (IYW) stake by 36% in Q2 2026, selling an estimated $735K and leaving 5,811 shares worth $1.47M. The position accounts for 0.52% of the portfolio, ranked #26.

Montz Harcus Wealth Management first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Montz Harcus Wealth Management held 5,811 shares of iShares US Technology ETF worth $1.47M as of Q2 2026.
  • Montz Harcus Wealth Management sold 3,200 iShares US Technology ETF shares in Q2 2026, an estimated $735K.
  • iShares US Technology ETF made up 0.52% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Montz Harcus Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's iShares US Technology ETF position peaked at $2.09M in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.