MWM
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Mosley Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Mosley 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 		$832K Sell
3,300
-14,099
-81% -$3.24M 0.26% 67
2026
Q1 		$3.41M Buy
17,399
+97
+0.6% +$18.7K 1.54% 15
2025
Q4 		$3.48M Buy
+17,302
New +$3.46M 1.59% 15
2024
Q4 		$2.76M Buy
17,179
+51
+0.3% +$8.07K 1.71% 14
2024
Q3 		$2.68M Buy
17,128
+2,316
+16% +$341K 1.83% 13
2024
Q2 		$2.23M Buy
14,812
+727
+5% +$100K 1.9% 15
2024
Q1 		$1.9M Sell
14,085
-22
-0.2% -$2.86K 1.79% 15
2023
Q4 		$1.73M Buy
+14,107
New +$1.6M 1.71% 14

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Mosley Wealth Management's IYW Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares US Technology ETF (IYW) stake by 81% in Q2 2026, selling an estimated $3.24M and leaving 3,300 shares worth $832K. The position accounts for 0.26% of the portfolio, ranked #67.

Mosley Wealth Management first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.48M in Q4 2025. 875 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Mosley Wealth Management held 3,300 shares of iShares US Technology ETF worth $832K as of Q2 2026.
  • Mosley Wealth Management sold 14,099 iShares US Technology ETF shares in Q2 2026, an estimated $3.24M.
  • iShares US Technology ETF made up 0.26% of Mosley Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Mosley Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's iShares US Technology ETF position peaked at $3.48M in Q4 2025.
  • 875 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.