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Patton Albertson Miller Group’s iShares US Technology ETF IYW Stock Holding History

Patton Albertson Miller 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 		$27.2M Buy
107,832
+1,324
+1% +$304K 2.71% 8
2026
Q1 		$19.3M Sell
106,508
-4,702
-4% -$909K 2.29% 7
2025
Q4 		$22.2M Sell
111,210
-4,588
-4% -$918K 2.61% 5
2025
Q3 		$22.7M Buy
115,798
+1,841
+2% +$337K 2.74% 6
2025
Q2 		$19.7M Buy
113,957
+11,256
+11% +$1.71M 2.6% 6
2025
Q1 		$14.4M Buy
102,701
+23,028
+29% +$3.59M 2.14% 5
2024
Q4 		$12.7M Buy
79,673
+16,666
+26% +$2.64M 1.7% 8
2024
Q3 		$9.55M Buy
63,007
+9,886
+19% +$1.45M 1.3% 16
2024
Q2 		$7.99M Buy
53,121
+12,479
+31% +$1.72M 1.14% 22
2024
Q1 		$5.49M Buy
40,642
+26,787
+193% +$3.49M 0.82% 53
2023
Q4 		$1.7M Buy
13,855
+542
+4% +$61.4K 0.28% 88
2023
Q3 		$1.4M Buy
13,313
+1,497
+13% +$163K 0.27% 98
2023
Q2 		$1.29M Buy
11,816
+9,111
+337% +$895K 0.25% 100
2023
Q1 		$251K Buy
+2,705
New +$227K 0.05% 193

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

Patton Albertson Miller Group's IYW Position: Q2 2026 in Review

Patton Albertson Miller Group increased its iShares US Technology ETF (IYW) stake by 1.2% in Q2 2026, buying an estimated $304K and bringing the position to 107,832 shares worth $27.2M. The position accounts for 2.71% of the portfolio, ranked #8.

Patton Albertson Miller Group first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Patton Albertson Miller Group held 107,832 shares of iShares US Technology ETF worth $27.2M as of Q2 2026.
  • Patton Albertson Miller Group bought 1,324 iShares US Technology ETF shares in Q2 2026, an estimated $304K.
  • iShares US Technology ETF made up 2.71% of Patton Albertson Miller Group's portfolio in Q2 2026, its #8 holding.
  • Patton Albertson Miller Group first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.