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

Palumbo 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	$1.31M	Hold	5,200	–	–	0.27%	65
2026 Q1	$943K	Hold	5,200	–	–	0.23%	75
2025 Q4	$1.04M	Buy	+5,200	New	+$1.04M	0.26%	76
2025 Q3	–	Sell	-5,200	Closed	-$901K	–	202
2025 Q2	$901K	Hold	5,200	–	–	0.28%	69
2025 Q1	$730K	Hold	5,200	–	–	0.24%	68
2024 Q4	$830K	Hold	5,200	–	–	0.31%	62
2024 Q3	$788K	Hold	5,200	–	–	0.31%	64
2024 Q2	$783K	Hold	5,200	–	–	0.33%	62
2024 Q1	$702K	Hold	5,200	–	–	0.31%	62
2023 Q4	$638K	Hold	5,200	–	–	0.33%	59
2023 Q3	$546K	Hold	5,200	–	–	0.3%	62
2023 Q2	$566K	Hold	5,200	–	–	0.35%	53
2023 Q1	$483K	Buy	+5,200	New	+$436K	0.32%	59

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

Palumbo Wealth Management's IYW Position: Q2 2026 in Review

Palumbo Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 5,200 shares worth $1.31M. The position accounts for 0.27% of the portfolio, ranked #65.

Palumbo Wealth Management first reported a position in IYW in Q1 2023 and has held it in 13 quarters since. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Palumbo Wealth Management held 5,200 shares of iShares US Technology ETF worth $1.31M as of Q2 2026.
Palumbo Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.27% of Palumbo Wealth Management's portfolio in Q2 2026, its #65 holding.
Palumbo Wealth Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 13 quarters since.
1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.