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One Charles Private Wealth Services’s iShares US Technology ETF IYW Stock Holding History

One Charles Private Wealth Services’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 		$561K Buy
2,224
+341
+18% +$78.3K 0.13% 88
2026
Q1 		$342K Sell
1,883
-217
-10% -$41.9K 0.09% 116
2025
Q4 		$419K Hold
2,100
– – 0.11% 103
2025
Q3 		$411K Sell
2,100
-53
-2% -$9.7K 0.11% 95
2025
Q2 		$373K Buy
+2,153
New +$326K 0.1% 100
2025
Q1 		– Sell
-2,095
Closed -$334K – 151
2024
Q4 		$334K Sell
2,095
-1,683
-45% -$266K 0.11% 99
2024
Q3 		$573K Sell
3,778
-2,148
-36% -$316K 0.22% 72
2024
Q2 		$892K Buy
5,926
+2,006
+51% +$277K 0.37% 53
2024
Q1 		$529K Hold
3,920
– – 0.23% 75
2023
Q4 		$481K Hold
3,920
– – 0.25% 77
2023
Q3 		$411K Hold
3,920
– – 0.24% 67
2023
Q2 		$427K Hold
3,920
– – 0.25% 74
2023
Q1 		$364K Hold
3,920
– – 0.23% 80
2022
Q4 		$292K Buy
+3,920
New +$300K 0.19% 89

Other funds holding IYW

HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

One Charles Private Wealth Services's IYW Position: Q2 2026 in Review

One Charles Private Wealth Services increased its iShares US Technology ETF (IYW) stake by 18% in Q2 2026, buying an estimated $78.3K and bringing the position to 2,224 shares worth $561K. The position accounts for 0.13% of the portfolio, ranked #88.

One Charles Private Wealth Services first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $892K in Q2 2024. 208 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • One Charles Private Wealth Services held 2,224 shares of iShares US Technology ETF worth $561K as of Q2 2026.
  • One Charles Private Wealth Services bought 341 iShares US Technology ETF shares in Q2 2026, an estimated $78.3K.
  • iShares US Technology ETF made up 0.13% of One Charles Private Wealth Services's portfolio in Q2 2026, its #88 holding.
  • One Charles Private Wealth Services first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • One Charles Private Wealth Services's iShares US Technology ETF position peaked at $892K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.