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Moors & Cabot’s iShares US Technology ETF IYW Stock Holding History

Moors & Cabot’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
2019
Q4 		– Sell
-52,000
Closed -$27K – 663
2019
Q3 		$27K Buy
+52,000
New +$2.64M ﹤0.01% 640

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

Moors & Cabot's IYW Position: Q2 2026 in Review

Moors & Cabot reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $26.9K and leaving 7,495 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #243.

Moors & Cabot first reported a position in IYW in Q1 2018 and has held it in 26 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Moors & Cabot held 7,495 shares of iShares US Technology ETF worth $1.89M as of Q2 2026.
  • Moors & Cabot sold 117 iShares US Technology ETF shares in Q2 2026, an estimated $26.9K.
  • iShares US Technology ETF made up 0.07% of Moors & Cabot's portfolio in Q2 2026, its #243 holding.
  • Moors & Cabot first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.