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

Oak 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 		$282K Buy
+1,120
New +$257K 0.09% 100
2026
Q1 		– Sell
-1,095
Closed -$219K – 110
2025
Q4 		$219K Buy
1,095
+50
+5% +$10K 0.07% 101
2025
Q3 		$205K Buy
+1,045
New +$191K 0.07% 104

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 22.96% 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

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

Oak Asset Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,120 shares worth $282K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Oak Asset Management previously reported a position in IYW as recently as Q4 2025.

Oak Asset Management first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Oak Asset Management held 1,120 shares of iShares US Technology ETF worth $282K as of Q2 2026.
  • iShares US Technology ETF was a new Oak Asset Management position in Q2 2026.
  • iShares US Technology ETF made up 0.09% of Oak Asset Management's portfolio in Q2 2026, its #100 holding.
  • Oak Asset Management first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.