&Partners’s iShares US Technology ETF IYW Stock Holding History

&Partners’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	$14.4M	Sell	57,592 -19,378	-25%	-$4.45M	0.06%	294
2026 Q1	$13.9M	Sell	76,970 -13,811	-15%	-$2.67M	0.07%	265
2025 Q4	$18.1M	Buy	90,781 +23,043	+34%	+$4.61M	0.09%	190
2025 Q3	$13.3M	Sell	67,738 -9,966	-13%	-$1.82M	0.09%	222
2025 Q2	$13.5M	Buy	77,704 +23,057	+42%	+$3.5M	0.1%	188
2025 Q1	$7.67M	Sell	54,647 -4,259	-7%	-$663K	0.08%	228
2024 Q4	$9.57M	Buy	58,906 +10,840	+23%	+$1.72M	0.11%	177
2024 Q3	$7.34M	Buy	48,066 +24,392	+103%	+$3.59M	0.14%	152
2024 Q2	$3.56M	Buy	23,674 +15,012	+173%	+$2.07M	0.16%	147
2024 Q1	$1.17M	Buy	+8,662	New	+$1.13M	0.16%	132

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

&Partners's IYW Position: Q2 2026 in Review

&Partners reduced its iShares US Technology ETF (IYW) stake by 25% in Q2 2026, selling an estimated $4.45M and leaving 57,592 shares worth $14.4M. The position accounts for 0.06% of the portfolio, ranked #294.

&Partners first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.1M in Q4 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

&Partners held 57,592 shares of iShares US Technology ETF worth $14.4M as of Q2 2026.
&Partners sold 19,378 iShares US Technology ETF shares in Q2 2026, an estimated $4.45M.
iShares US Technology ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #294 holding.
&Partners first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares US Technology ETF position peaked at $18.1M in Q4 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.