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IYW icon

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

Occidental 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 		$1.13M Sell
4,482
-24
-0.5% -$5.51K 0.11% 121
2026
Q1 		$818K Sell
4,506
-140
-3% -$27.1K 0.1% 127
2025
Q4 		$928K Sell
4,646
-214
-4% -$42.8K 0.11% 115
2025
Q3 		$952K Buy
4,860
+56
+1% +$10.2K 0.12% 112
2025
Q2 		$832K Sell
4,804
-20
-0.4% -$3.03K 0.11% 115
2025
Q1 		$677K Sell
4,824
-25
-0.5% -$3.89K 0.1% 120
2024
Q4 		$773K Hold
4,849
– – 0.12% 117
2024
Q3 		$735K Sell
4,849
-17
-0.3% -$2.5K 0.12% 122
2024
Q2 		$732K Sell
4,866
-98
-2% -$13.5K 0.13% 121
2024
Q1 		$670K Sell
4,964
-745
-13% -$97K 0.13% 123
2023
Q4 		$701K Buy
5,709
+178
+3% +$20.2K 0.15% 122
2023
Q3 		$580K Sell
5,531
-456
-8% -$49.6K 0.13% 127
2023
Q2 		$652K Sell
5,987
-1,111
-16% -$109K 0.15% 133
2023
Q1 		$659K Sell
7,098
-133
-2% -$11.2K 0.16% 121
2022
Q4 		$539K Sell
7,231
-25,736
-78% -$1.97M 0.15% 130
2022
Q3 		$2.42M Buy
32,967
+8,999
+38% +$763K 0.73% 30
2022
Q2 		$1.92M Buy
23,968
+10,609
+79% +$939K 0.57% 47
2022
Q1 		$1.38M Sell
13,359
-1,250
-9% -$128K 0.35% 77
2021
Q4 		$1.68M Sell
14,609
-431
-3% -$47.9K 0.4% 75
2021
Q3 		$1.52M Sell
15,040
-1,840
-11% -$192K 0.4% 74
2021
Q2 		$1.68M Buy
16,880
+1,939
+13% +$181K 0.45% 62
2021
Q1 		$1.31M Sell
14,941
-42
-0.3% -$3.68K 0.39% 76
2020
Q4 		$1.27M Buy
+14,983
New +$1.2M 0.42% 59

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

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

Occidental Asset Management reduced its iShares US Technology ETF (IYW) stake by 0.53% in Q2 2026, selling an estimated $5.51K and leaving 4,482 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #121.

Occidental Asset Management first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.42M in Q3 2022. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Occidental Asset Management held 4,482 shares of iShares US Technology ETF worth $1.13M as of Q2 2026.
  • Occidental Asset Management sold 24 iShares US Technology ETF shares in Q2 2026, an estimated $5.51K.
  • iShares US Technology ETF made up 0.11% of Occidental Asset Management's portfolio in Q2 2026, its #121 holding.
  • Occidental Asset Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • Occidental Asset Management's iShares US Technology ETF position peaked at $2.42M in Q3 2022.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.