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One Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

One Wealth Advisors’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 		$10.3M Sell
40,648
-457
-1% -$105K 1.13% 24
2026
Q1 		$7.46M Sell
41,105
-3,721
-8% -$719K 0.93% 31
2025
Q4 		$8.95M Buy
44,826
+56
+0.1% +$11.2K 1.09% 26
2025
Q3 		$8.77M Sell
44,770
-32,989
-42% -$6.04M 1.1% 24
2025
Q2 		$13.5M Sell
77,759
-5,092
-6% -$772K 1.87% 18
2025
Q1 		$11.6M Sell
82,851
-572
-0.7% -$89.1K 1.74% 16
2024
Q4 		$13.3M Sell
83,423
-84
-0.1% -$13.3K 1.97% 15
2024
Q3 		$12.7M Sell
83,507
-3,964
-5% -$583K 1.94% 15
2024
Q2 		$12.1M Buy
87,471
+1,687
+2% +$233K 2.6% 9
2024
Q1 		$11.6M Buy
85,784
+4,296
+5% +$559K 2.02% 13
2023
Q4 		$10M Buy
81,488
+21,698
+36% +$2.46M 1.93% 14
2023
Q3 		$6.27M Sell
59,790
-32,627
-35% -$3.55M 1.39% 21
2023
Q2 		$10.1M Buy
92,417
+5,652
+7% +$555K 2.12% 13
2023
Q1 		$8.05M Buy
86,765
+29,782
+52% +$2.5M 1.86% 16
2022
Q4 		$4.24M Buy
+56,983
New +$4.36M 0.97% 26
2022
Q3 		– Sell
-19,425
Closed -$1.55M – 194
2022
Q2 		$1.55M Sell
19,425
-15,841
-45% -$1.4M 0.42% 48
2022
Q1 		$3.63M Sell
35,266
-320
-0.9% -$32.7K 0.89% 26
2021
Q4 		$4.09M Sell
35,586
-2,584
-7% -$287K 1.04% 25
2021
Q3 		$3.87M Buy
+38,170
New +$3.98M 1.13% 20

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

One Wealth Advisors's IYW Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q2 2026, selling an estimated $105K and leaving 40,648 shares worth $10.3M. The position accounts for 1.13% of the portfolio, ranked #24.

One Wealth Advisors first reported a position in IYW in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • One Wealth Advisors held 40,648 shares of iShares US Technology ETF worth $10.3M as of Q2 2026.
  • One Wealth Advisors sold 457 iShares US Technology ETF shares in Q2 2026, an estimated $105K.
  • iShares US Technology ETF made up 1.13% of One Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • One Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 19 quarters since.
  • One Wealth Advisors's iShares US Technology ETF position peaked at $13.5M in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.