Pallas Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Pallas Capital 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	$2M	Buy	7,917 +536	+7%	+$123K	0.06%	216
2026 Q1	$1.34M	Sell	7,381 -428	-5%	-$82.7K	0.05%	271
2025 Q4	$1.56M	Buy	7,809 +2,311	+42%	+$462K	0.05%	268
2025 Q3	$1.08M	Sell	5,498 -32	-0.6%	-$5.85K	0.04%	332
2025 Q2	$958K	Sell	5,530 -929	-14%	-$141K	0.04%	341
2025 Q1	$907K	Sell	6,459 -156	-2%	-$24.3K	0.04%	315
2024 Q4	$1.06M	Sell	6,615 -297	-4%	-$47K	0.05%	224
2024 Q3	$1.07M	Sell	6,912 -6,499	-48%	-$956K	0.05%	218
2024 Q2	$2.01M	Sell	13,411 -543	-4%	-$75K	0.09%	152
2024 Q1	$1.88M	Sell	13,954 -949	-6%	-$124K	0.08%	162
2023 Q4	$1.83M	Sell	14,903 -11,551	-44%	-$1.31M	0.1%	148
2023 Q3	$2.73M	Buy	26,454 +6,260	+31%	+$681K	0.17%	110
2023 Q2	$2.27M	Buy	+20,194	New	+$1.98M	0.1%	118

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 22.9% 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

Pallas Capital Advisors's IYW Position: Q2 2026 in Review

Pallas Capital Advisors increased its iShares US Technology ETF (IYW) stake by 7.3% in Q2 2026, buying an estimated $123K and bringing the position to 7,917 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #216.

Pallas Capital Advisors first reported a position in IYW in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.73M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Pallas Capital Advisors held 7,917 shares of iShares US Technology ETF worth $2M as of Q2 2026.
Pallas Capital Advisors bought 536 iShares US Technology ETF shares in Q2 2026, an estimated $123K.
iShares US Technology ETF made up 0.06% of Pallas Capital Advisors's portfolio in Q2 2026, its #216 holding.
Pallas Capital Advisors first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 13 quarters since.
Pallas Capital Advisors's iShares US Technology ETF position peaked at $2.73M in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.