Petix & Botte Financial’s iShares US Technology ETF IYW Stock Holding History

Petix & Botte Financial’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	$1.45M	Buy	5,758 +2,879	+100%	+$661K	0.29%	54
2026 Q1	$1.04M	Sell	2,879 -2,895	-50%	-$559K	0.23%	58
2025 Q4	$1.15M	Buy	5,774 +16	+0.3%	+$3.2K	0.26%	54
2025 Q3	$1.13M	Buy	5,758 +835	+17%	+$153K	0.26%	54
2025 Q2	$853K	Buy	4,923 +2	+0%	+$303	0.21%	62
2025 Q1	$691K	Buy	4,921 +48	+1%	+$7.48K	0.18%	71
2024 Q4	$777K	Buy	4,873 +2,910	+148%	+$460K	0.2%	68
2024 Q3	$298K	Sell	1,963 -170	-8%	-$25K	0.08%	99
2024 Q2	$321K	Buy	+2,133	New	+$295K	0.09%	90

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 22.9% 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

Petix & Botte Financial's IYW Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares US Technology ETF (IYW) stake by 100% in Q2 2026, buying an estimated $661K and bringing the position to 5,758 shares worth $1.45M. The position accounts for 0.29% of the portfolio, ranked #54.

Petix & Botte Financial first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Petix & Botte Financial held 5,758 shares of iShares US Technology ETF worth $1.45M as of Q2 2026.
Petix & Botte Financial bought 2,879 iShares US Technology ETF shares in Q2 2026, an estimated $661K.
iShares US Technology ETF made up 0.29% of Petix & Botte Financial's portfolio in Q2 2026, its #54 holding.
Petix & Botte Financial first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.