MSH Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

MSH Capital 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	$295K	Sell	1,168 -234	-17%	-$53.7K	0.05%	261
2026 Q1	$254K	Buy	+1,402	New	+$271K	0.05%	240
2025 Q4	–	Sell	-1,058	Closed	-$207K	–	276
2025 Q3	$207K	Sell	1,058 -1,638	-61%	-$300K	0.06%	238
2025 Q2	$467K	Sell	2,696 -109	-4%	-$16.5K	0.13%	171
2025 Q1	$394K	Buy	2,805 +609	+28%	+$94.9K	0.12%	170
2024 Q4	$350K	Buy	2,196 +174	+9%	+$27.5K	0.11%	174
2024 Q3	$307K	Buy	2,022 +382	+23%	+$56.2K	0.09%	191
2024 Q2	$247K	Buy	+1,640	New	+$227K	0.08%	199

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

MSH Capital Advisors's IYW Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 17% in Q2 2026, selling an estimated $53.7K and leaving 1,168 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #261.

MSH Capital Advisors first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $467K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

MSH Capital Advisors held 1,168 shares of iShares US Technology ETF worth $295K as of Q2 2026.
MSH Capital Advisors sold 234 iShares US Technology ETF shares in Q2 2026, an estimated $53.7K.
iShares US Technology ETF made up 0.05% of MSH Capital Advisors's portfolio in Q2 2026, its #261 holding.
MSH Capital Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
MSH Capital Advisors's iShares US Technology ETF position peaked at $467K in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.