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Peachtree Investment Partners’s iShares US Technology ETF IYW Stock Holding History

Peachtree Investment 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 		$209K Buy
829
+25
+3% +$5.74K 0.07% 105
2026
Q1 		$146K Sell
804
-603
-43% -$117K 0.06% 96
2025
Q4 		$281K Hold
1,407
– – 0.09% 73
2025
Q3 		$276K Hold
1,407
– – 0.1% 79
2025
Q2 		$244K Sell
1,407
-1,183
-46% -$179K 0.09% 87
2025
Q1 		$364K Sell
2,590
-249
-9% -$38.8K 0.14% 63
2024
Q4 		$453K Buy
2,839
+1
+0% +$158 0.17% 48
2024
Q3 		$430K Sell
2,838
-518
-15% -$76.2K 0.16% 53
2024
Q2 		$505K Buy
3,356
+1,294
+63% +$179K 0.2% 50
2024
Q1 		$278K Sell
2,062
-499
-19% -$65K 0.11% 63
2023
Q4 		$314K Sell
2,561
-247
-9% -$28K 0.13% 65
2023
Q3 		$295K Hold
2,808
– – 0.15% 65
2023
Q2 		$306K Buy
2,808
+1,501
+115% +$147K 0.14% 69
2023
Q1 		$121K Hold
1,307
– – 0.08% 78
2022
Q4 		$97.3K Buy
1,307
+1
+0.1% +$77 0.06% 81
2022
Q3 		$96K Buy
1,306
+1
+0.1% +$85 0.06% 77
2022
Q2 		$104K Sell
1,305
-1,716
-57% -$152K 0.06% 81
2022
Q1 		$311K Sell
3,021
-250
-8% -$25.5K 0.14% 74
2021
Q4 		$376K Buy
3,271
+3
+0.1% +$333 0.16% 63
2021
Q3 		$331K Buy
3,268
+51
+2% +$5.32K 0.16% 60
2021
Q2 		$320K Buy
3,217
+4
+0.1% +$373 0.16% 59
2021
Q1 		$282K Buy
3,213
+2
+0.1% +$175 0.16% 64
2020
Q4 		$273K Buy
3,211
+3
+0.1% +$240 0.16% 61
2020
Q3 		$242K Sell
3,208
-1,000
-24% -$73K 0.17% 57
2020
Q2 		$284K Buy
+4,208
New +$254K 0.23% 48

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 22.9% 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

Peachtree Investment Partners's IYW Position: Q2 2026 in Review

Peachtree Investment Partners increased its iShares US Technology ETF (IYW) stake by 3.1% in Q2 2026, buying an estimated $5.74K and bringing the position to 829 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #105.

Peachtree Investment Partners first reported a position in IYW in Q2 2020 and has held it in 25 quarters since. The position peaked at $505K in Q2 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Peachtree Investment Partners held 829 shares of iShares US Technology ETF worth $209K as of Q2 2026.
  • Peachtree Investment Partners bought 25 iShares US Technology ETF shares in Q2 2026, an estimated $5.74K.
  • iShares US Technology ETF made up 0.07% of Peachtree Investment Partners's portfolio in Q2 2026, its #105 holding.
  • Peachtree Investment Partners first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 25 quarters since.
  • Peachtree Investment Partners's iShares US Technology ETF position peaked at $505K in Q2 2024.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.