PG
IYW icon

Patten Group’s iShares US Technology ETF IYW Stock Holding History

Patten Group’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 Hold
1,238
– – 0.05% 283
2026
Q1 		$225K Hold
1,238
– – 0.04% 283
2025
Q4 		$247K Sell
1,238
-256
-17% -$51.2K 0.05% 276
2025
Q3 		$293K Hold
1,494
– – 0.06% 235
2025
Q2 		$259K Hold
1,494
– – 0.05% 238
2025
Q1 		$210K Sell
1,494
-70
-4% -$10.9K 0.05% 248
2024
Q4 		$249K Hold
1,564
– – 0.06% 238
2024
Q3 		$237K Hold
1,564
– – 0.05% 238
2024
Q2 		$235K Hold
1,564
– – 0.06% 239
2024
Q1 		$211K Buy
+1,564
New +$204K 0.05% 237
2019
Q1 		– Sell
-1,900
Closed -$76K – 383
2018
Q4 		$76K Sell
1,900
-2,200
-54% -$95.3K 0.04% 239
2018
Q3 		$199K Sell
4,100
-200
-5% -$9.45K 0.08% 196
2018
Q2 		$192K Hold
4,300
– – 0.08% 192
2018
Q1 		$181K Sell
4,300
-400
-9% -$17.2K 0.07% 191
2017
Q4 		$191K Hold
4,700
– – 0.08% 195
2017
Q3 		$176K Hold
4,700
– – 0.07% 203
2017
Q2 		$172K Sell
4,700
-800
-15% -$28K 0.07% 206
2017
Q1 		$185K Sell
5,500
-100
-2% -$3.25K 0.08% 183
2016
Q4 		$179K Hold
5,600
– – 0.08% 183
2016
Q3 		$165K Sell
5,600
-500
-8% -$14.3K 0.08% 188
2016
Q2 		$161K Sell
6,100
-100
-2% -$2.64K 0.08% 186
2016
Q1 		$168K Hold
6,200
– – 0.08% 174
2015
Q4 		$166K Hold
6,200
– – 0.08% 176
2015
Q3 		$153K Sell
6,200
-400
-6% -$10.3K 0.08% 184
2015
Q2 		$173K Buy
+6,600
New +$178K 0.08% 180
2015
Q1 		– Sell
-6,600
Closed -$172K – 220
2014
Q4 		$172K Buy
+6,600
New +$168K 0.08% 175

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Patten Group's IYW Position: Q2 2026 in Review

Patten Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,238 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #283.

Patten Group first reported a position in IYW in Q4 2014 and has held it in 26 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Patten Group held 1,238 shares of iShares US Technology ETF worth $312K as of Q2 2026.
  • Patten Group left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.05% of Patten Group's portfolio in Q2 2026, its #283 holding.
  • Patten Group first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 26 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.