P.J. Schmidt Investment Management (PJS)’s iShares US Technology ETF IYW Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$8.31M	Sell	32,931 -685	-2%	-$157K	1.29%	23
2026 Q1	$6.1M	Sell	33,616 -142	-0.4%	-$27.4K	1.03%	32
2025 Q4	$6.74M	Sell	33,758 -1,167	-3%	-$233K	1.1%	28
2025 Q3	$6.84M	Sell	34,925 -701	-2%	-$128K	1.13%	27
2025 Q2	$6.17M	Buy	35,626 +2,188	+7%	+$332K	1.07%	32
2025 Q1	$4.7M	Buy	33,438 +831	+3%	+$129K	0.86%	36
2024 Q4	$5.2M	Buy	32,607 +2,293	+8%	+$363K	0.9%	35
2024 Q3	$4.6M	Buy	+30,314	New	+$4.46M	0.79%	40

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

P.J. Schmidt Investment Management (PJS)'s IYW Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its iShares US Technology ETF (IYW) stake by 2% in Q2 2026, selling an estimated $157K and leaving 32,931 shares worth $8.31M. The position accounts for 1.29% of the portfolio, ranked #23.

P.J. Schmidt Investment Management (PJS) first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 32,931 shares of iShares US Technology ETF worth $8.31M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 685 iShares US Technology ETF shares in Q2 2026, an estimated $157K.
iShares US Technology ETF made up 1.29% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #23 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.