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Mount Yale Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Mount Yale Investment Advisors’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 		$1.85M Buy
7,322
+6
+0.1% +$1.38K 0.03% 429
2026
Q1 		$1.33M Buy
+7,316
New +$1.41M 0.03% 460
2025
Q4 		– Sell
-2,565
Closed -$502K – 765
2025
Q3 		$502K Sell
2,565
-9,956
-80% -$1.82M 0.04% 417
2025
Q2 		$2.17M Sell
12,521
-2,390
-16% -$362K 0.17% 123
2025
Q1 		$2.09M Buy
14,911
+414
+3% +$64.5K 0.18% 114
2024
Q4 		$2.31M Sell
14,497
-2,370
-14% -$375K 0.19% 107
2024
Q3 		$2.56M Sell
16,867
-2,745
-14% -$404K 0.25% 96
2024
Q2 		$2.95M Sell
19,612
-2,026
-9% -$280K 0.23% 88
2024
Q1 		$2.92M Buy
21,638
+3,255
+18% +$424K 0.22% 97
2023
Q4 		$2.26M Buy
18,383
+3,899
+27% +$442K 0.21% 108
2023
Q3 		$1.52M Sell
14,484
-12,774
-47% -$1.39M 0.17% 134
2023
Q2 		$2.97M Buy
27,258
+814
+3% +$79.9K 0.31% 73
2023
Q1 		$2.45M Buy
26,444
+6,328
+31% +$531K 0.28% 86
2022
Q4 		$1.5M Buy
+20,116
New +$1.54M 0.17% 137
2022
Q2 		– Sell
-2,405
Closed -$248K – 476
2022
Q1 		$248K Sell
2,405
-107
-4% -$10.9K 0.03% 410
2021
Q4 		$288K Hold
2,512
– – 0.03% 384
2021
Q3 		$254K Buy
+2,512
New +$262K 0.03% 391

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 22.9% 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

Mount Yale Investment Advisors's IYW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares US Technology ETF (IYW) stake by 0.08% in Q2 2026, buying an estimated $1.38K and bringing the position to 7,322 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #429.

Mount Yale Investment Advisors first reported a position in IYW in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.97M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Mount Yale Investment Advisors held 7,322 shares of iShares US Technology ETF worth $1.85M as of Q2 2026.
  • Mount Yale Investment Advisors bought 6 iShares US Technology ETF shares in Q2 2026, an estimated $1.38K.
  • iShares US Technology ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #429 holding.
  • Mount Yale Investment Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's iShares US Technology ETF position peaked at $2.97M in Q2 2023.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.