Omni 360 Wealth’s iShares US Technology ETF IYW Stock Holding History

Omni 360 Wealth’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	$658K	Buy	2,610 +29	+1%	+$6.66K	0.3%	69
2026 Q1	$468K	Sell	2,581 -295	-10%	-$57K	0.24%	84
2025 Q4	$573K	Sell	2,876 -3,112	-52%	-$622K	0.29%	70
2025 Q3	$1.17M	Sell	5,988 -586	-9%	-$107K	0.66%	36
2025 Q2	$1.14M	Buy	6,574 +42	+0.6%	+$6.37K	0.71%	33
2025 Q1	$917K	Buy	6,532 +164	+3%	+$25.5K	0.61%	39
2024 Q4	$1.02M	Sell	6,368 -41	-0.6%	-$6.49K	0.68%	38
2024 Q3	$972K	Buy	6,409 +116	+2%	+$17.1K	0.67%	41
2024 Q2	$947K	Buy	6,293 +753	+14%	+$104K	0.72%	38
2024 Q1	$748K	Buy	5,540 +760	+16%	+$98.9K	0.62%	42
2023 Q4	$587K	Buy	+4,780	New	+$541K	0.55%	50

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

Omni 360 Wealth's IYW Position: Q2 2026 in Review

Omni 360 Wealth increased its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, buying an estimated $6.66K and bringing the position to 2,610 shares worth $658K. The position accounts for 0.3% of the portfolio, ranked #69.

Omni 360 Wealth first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Omni 360 Wealth held 2,610 shares of iShares US Technology ETF worth $658K as of Q2 2026.
Omni 360 Wealth bought 29 iShares US Technology ETF shares in Q2 2026, an estimated $6.66K.
iShares US Technology ETF made up 0.3% of Omni 360 Wealth's portfolio in Q2 2026, its #69 holding.
Omni 360 Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's iShares US Technology ETF position peaked at $1.17M in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.