One Advisory Partners’s iShares US Technology ETF IYW Stock Holding History

One Advisory Partners’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	$2.85M	Sell	11,300 -554	-5%	-$127K	0.78%	29
2026 Q1	$2.15M	Sell	11,854 -1,380	-10%	-$267K	0.66%	30
2025 Q4	$2.64M	Sell	13,234 -1,186	-8%	-$237K	0.8%	24
2025 Q3	$2.85M	Sell	14,420 -34,378	-70%	-$6.29M	0.87%	23
2025 Q2	$8.71M	Sell	48,798 -328	-0.7%	-$49.7K	2.91%	14
2025 Q1	$6.9M	Buy	49,126 +2,038	+4%	+$317K	2.95%	12
2024 Q4	$7.51M	Sell	47,088 -2,416	-5%	-$382K	3.33%	9
2024 Q3	$7.51M	Buy	49,504 +487	+1%	+$71.6K	3.29%	9
2024 Q2	$7.38M	Sell	49,017 -344	-0.7%	-$47.5K	3.4%	8
2024 Q1	$6.67M	Sell	49,361 -2,557	-5%	-$333K	3.28%	9
2023 Q4	$6.37M	Buy	51,918 +17,364	+50%	+$1.97M	3.35%	8
2023 Q3	$3.63M	Sell	34,554 -32,695	-49%	-$3.56M	2.12%	14
2023 Q2	$7.32M	Buy	67,249 +1,043	+2%	+$102K	4.12%	8
2023 Q1	$6.14M	Buy	66,206 +21,243	+47%	+$1.78M	3.61%	9
2022 Q4	$3.35M	Buy	+44,963	New	+$3.44M	2.13%	16

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

One Advisory Partners's IYW Position: Q2 2026 in Review

One Advisory Partners reduced its iShares US Technology ETF (IYW) stake by 4.7% in Q2 2026, selling an estimated $127K and leaving 11,300 shares worth $2.85M. The position accounts for 0.78% of the portfolio, ranked #29.

One Advisory Partners first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.71M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

One Advisory Partners held 11,300 shares of iShares US Technology ETF worth $2.85M as of Q2 2026.
One Advisory Partners sold 554 iShares US Technology ETF shares in Q2 2026, an estimated $127K.
iShares US Technology ETF made up 0.78% of One Advisory Partners's portfolio in Q2 2026, its #29 holding.
One Advisory Partners first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
One Advisory Partners's iShares US Technology ETF position peaked at $8.71M in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.