Morton Brown Family Wealth’s iShares US Technology ETF IYW Stock Holding History

Morton Brown Family Wealth’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	$114K	Hold	452	–	–	0.03%	90
2026 Q1	$82K	Buy	+452	New	+$87.3K	0.02%	94
2025 Q2	–	Sell	-18	Closed	-$2.53K	–	332
2025 Q1	$2.53K	Hold	18	–	–	﹤0.01%	268
2024 Q4	$2.87K	Hold	18	–	–	﹤0.01%	220
2024 Q3	$2.73K	Buy	+18	New	+$2.65K	﹤0.01%	217
2024 Q1	–	Sell	-600	Closed	-$73.7K	–	264
2023 Q4	$73.7K	Buy	+600	New	+$68K	0.03%	82
2023 Q2	–	Sell	-10	Closed	-$928	–	244
2023 Q1	$928	Buy	+10	New	+$839	﹤0.01%	271
2022 Q2	–	Sell	-600	Closed	-$62K	–	288
2022 Q1	$62K	Buy	+600	New	+$61.3K	0.05%	64

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

Morton Brown Family Wealth's IYW Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 452 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #90.

Morton Brown Family Wealth first reported a position in IYW in Q1 2022 and has held it in 8 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Morton Brown Family Wealth held 452 shares of iShares US Technology ETF worth $114K as of Q2 2026.
Morton Brown Family Wealth left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #90 holding.
Morton Brown Family Wealth first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 8 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.