Morse Asset Management’s iShares US Technology ETF IYW Stock Holding History

Morse Asset 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	$25.2K	Hold	100	–	–	﹤0.01%	275
2026 Q1	$18.1K	Hold	100	–	–	﹤0.01%	267
2025 Q4	$20K	Hold	100	–	–	﹤0.01%	254
2025 Q3	$19.6K	Hold	100	–	–	﹤0.01%	234
2025 Q2	$17.3K	Hold	100	–	–	﹤0.01%	234
2025 Q1	$14K	Hold	100	–	–	﹤0.01%	232
2024 Q4	$16K	Hold	100	–	–	﹤0.01%	238
2024 Q3	$15.2K	Buy	+100	New	+$14.7K	﹤0.01%	250

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morse Asset Management's IYW Position: Q2 2026 in Review

Morse Asset Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 100 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Morse Asset Management first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Morse Asset Management held 100 shares of iShares US Technology ETF worth $25.2K as of Q2 2026.
Morse Asset Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #275 holding.
Morse Asset Management first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.