Panoramic Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Panoramic Investment 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	$312K	Sell	1,236 -4,284	-78%	-$984K	0.15%	109
2026 Q1	$1M	Sell	5,520 -109	-2%	-$21.1K	0.54%	48
2025 Q4	$1.12M	Sell	5,629 -2,800	-33%	-$560K	0.61%	45
2025 Q3	$1.65M	Sell	8,429 -6,975	-45%	-$1.28M	0.93%	35
2025 Q2	$2.67M	Buy	15,404 +1,570	+11%	+$238K	1.64%	20
2025 Q1	$1.94M	Buy	13,834 +889	+7%	+$138K	1.31%	24
2024 Q4	$2.07M	Buy	12,945 +1,939	+18%	+$307K	1.35%	22
2024 Q3	$1.67M	Buy	+11,006	New	+$1.62M	1.15%	28
2024 Q1	$276K	Buy	2,045 +237	+13%	+$30.9K	0.2%	87
2023 Q4	$222K	Buy	+1,808	New	+$205K	0.19%	97

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

Panoramic Investment Advisors's IYW Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 78% in Q2 2026, selling an estimated $984K and leaving 1,236 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #109.

Panoramic Investment Advisors first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Panoramic Investment Advisors held 1,236 shares of iShares US Technology ETF worth $312K as of Q2 2026.
Panoramic Investment Advisors sold 4,284 iShares US Technology ETF shares in Q2 2026, an estimated $984K.
iShares US Technology ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q2 2026, its #109 holding.
Panoramic Investment Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Panoramic Investment Advisors's iShares US Technology ETF position peaked at $2.67M in Q2 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.