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

Outlook 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 		$2.97M Buy
11,758
+359
+3% +$82.5K 0.64% 36
2026
Q1 		$2.07M Sell
11,399
-88
-0.8% -$17K 0.5% 43
2025
Q4 		$2.29M Sell
11,487
-507
-4% -$101K 0.52% 40
2025
Q3 		$2.35M Buy
11,994
+175
+1% +$32K 0.59% 37
2025
Q2 		$2.05M Sell
11,819
-617
-5% -$93.5K 0.53% 36
2025
Q1 		$1.75M Buy
12,436
+2,503
+25% +$390K 0.49% 41
2024
Q4 		$1.58M Sell
9,933
-434
-4% -$68.7K 0.46% 42
2024
Q3 		$1.57M Buy
10,367
+512
+5% +$75.3K 0.45% 43
2024
Q2 		$2.37M Buy
9,855
+2,026
+26% +$280K 0.74% 27
2024
Q1 		$1.06M Buy
7,829
+1,539
+24% +$200K 0.33% 63
2023
Q4 		$772K Sell
6,290
-522
-8% -$59.1K 0.27% 75
2023
Q3 		$715K Buy
6,812
+139
+2% +$15.1K 0.27% 89
2023
Q2 		$726K Buy
+6,673
New +$655K 0.27% 92
2023
Q1 		– Sell
-3,820
Closed -$285K – 188
2022
Q4 		$285K Sell
3,820
-3,623
-49% -$277K 0.14% 135
2022
Q3 		$546K Sell
7,443
-7,319
-50% -$621K 0.24% 101
2022
Q2 		$1.18M Buy
14,762
+379
+3% +$33.5K 0.48% 54
2022
Q1 		$1.48M Buy
14,383
+61
+0.4% +$6.23K 0.5% 43
2021
Q4 		$1.64M Buy
14,322
+9,096
+174% +$1.01M 0.48% 45
2021
Q3 		$529K Buy
5,226
+658
+14% +$68.7K 0.17% 140
2021
Q2 		$454K Buy
+4,568
New +$426K 0.15% 155

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

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

Outlook Wealth Advisors increased its iShares US Technology ETF (IYW) stake by 3.1% in Q2 2026, buying an estimated $82.5K and bringing the position to 11,758 shares worth $2.97M. The position accounts for 0.64% of the portfolio, ranked #36.

Outlook Wealth Advisors first reported a position in IYW in Q2 2021 and has held it in 20 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Outlook Wealth Advisors held 11,758 shares of iShares US Technology ETF worth $2.97M as of Q2 2026.
  • Outlook Wealth Advisors bought 359 iShares US Technology ETF shares in Q2 2026, an estimated $82.5K.
  • iShares US Technology ETF made up 0.64% of Outlook Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Outlook Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.