Oak Barrel Wealth Advisory’s iShares US Technology ETF IYW Stock Holding History

Oak Barrel Wealth Advisory’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	$2.92M	Buy	+11,580	New	+$2.66M	1.29%	10
2025 Q4	$3.18M	Buy	+15,939	New	+$3.19M	1.9%	8

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

Oak Barrel Wealth Advisory's IYW Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 11,580 shares worth $2.92M. The stake represents 1.29% of the portfolio and ranks #10 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IYW as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in IYW in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.18M in Q4 2025. 1,294 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Oak Barrel Wealth Advisory held 11,580 shares of iShares US Technology ETF worth $2.92M as of Q2 2026.
iShares US Technology ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
iShares US Technology ETF made up 1.29% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #10 holding.
Oak Barrel Wealth Advisory first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's iShares US Technology ETF position peaked at $3.18M in Q4 2025.
1,294 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.