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Oxinas Partners Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Oxinas Partners Wealth Management’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 		$865K Buy
3,430
+1
+0% +$230 0.34% 62
2026
Q1 		$622K Sell
3,429
-8
-0.2% -$1.55K 0.28% 67
2025
Q4 		$686K Buy
3,437
+1
+0% +$200 0.33% 60
2025
Q3 		$673K Buy
3,436
+1
+0% +$183 0.36% 61
2025
Q2 		$595K Buy
3,435
+2
+0.1% +$303 0.31% 70
2025
Q1 		$482K Buy
3,433
+7
+0.2% +$1.09K 0.28% 75
2024
Q4 		$547K Buy
3,426
+1
+0% +$158 0.32% 71
2024
Q3 		$519K Buy
3,425
+2
+0.1% +$294 0.32% 71
2024
Q2 		$515K Buy
3,423
+102
+3% +$14.1K 0.34% 69
2024
Q1 		$449K Buy
3,321
+2
+0.1% +$260 0.29% 71
2023
Q4 		$407K Sell
3,319
-21
-0.6% -$2.38K 0.29% 72
2023
Q3 		$350K Hold
3,340
– – 0.26% 72
2023
Q2 		$364K Buy
3,340
+2
+0.1% +$196 0.24% 82
2023
Q1 		$310K Sell
3,338
-841
-20% -$70.6K 0.22% 78
2022
Q4 		$311K Sell
4,179
-525
-11% -$40.2K 0.26% 67
2022
Q3 		$345K Hold
4,704
– – 0.29% 66
2022
Q2 		$376K Sell
4,704
-624
-12% -$55.2K 0.29% 66
2022
Q1 		$549K Buy
5,328
+16
+0.3% +$1.63K 0.34% 60
2021
Q4 		$610K Buy
5,312
+21
+0.4% +$2.33K 0.35% 70
2021
Q3 		$536K Hold
5,291
– – 0.31% 82
2021
Q2 		$526K Buy
5,291
+3
+0.1% +$280 0.3% 83
2021
Q1 		$464K Hold
5,288
– – 0.3% 87
2020
Q4 		$450K Buy
+5,288
New +$423K 0.33% 78

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 22.9% 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

Oxinas Partners Wealth Management's IYW Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares US Technology ETF (IYW) stake by 0.03% in Q2 2026, buying an estimated $230 and bringing the position to 3,430 shares worth $865K. The position accounts for 0.34% of the portfolio, ranked #62.

Oxinas Partners Wealth Management first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Oxinas Partners Wealth Management held 3,430 shares of iShares US Technology ETF worth $865K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
  • iShares US Technology ETF made up 0.34% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.