Pettinga Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Pettinga Financial Advisors’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	$15.9M	Sell	62,900 -7,785	-11%	-$1.79M	2.54%	10
2026 Q1	$12.8M	Buy	70,685 +1,555	+2%	+$300K	2.41%	11
2025 Q4	$13.8M	Sell	69,130 -5,325	-7%	-$1.07M	2.62%	10
2025 Q3	$14.6M	Sell	74,455 -14,618	-16%	-$2.67M	2.84%	10
2025 Q2	$15.4M	Buy	89,073 +19,172	+27%	+$2.91M	3.38%	9
2025 Q1	$9.82M	Sell	69,901 -1,315	-2%	-$205K	2.31%	11
2024 Q4	$11.4M	Sell	71,216 -4,731	-6%	-$749K	2.57%	11
2024 Q3	$11.5M	Buy	75,947 +2,782	+4%	+$409K	2.73%	10
2024 Q2	$11M	Buy	73,165 +1,685	+2%	+$233K	2.76%	9
2024 Q1	$9.65M	Buy	71,480 +2,555	+4%	+$333K	2.46%	12
2023 Q4	$8.46M	Buy	68,925 +15,960	+30%	+$1.81M	2.27%	11
2023 Q3	$5.56M	Sell	52,965 -62,353	-54%	-$6.78M	1.68%	15
2023 Q2	$12.6M	Sell	115,318 -988	-0.8%	-$97K	3.73%	8
2023 Q1	$10.8M	Buy	116,306 +37,219	+47%	+$3.12M	3.37%	9
2022 Q4	$5.89M	Buy	+79,087	New	+$6.05M	1.92%	14

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

Pettinga Financial Advisors's IYW Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, selling an estimated $1.79M and leaving 62,900 shares worth $15.9M. The position accounts for 2.54% of the portfolio, ranked #10.

Pettinga Financial Advisors first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Pettinga Financial Advisors held 62,900 shares of iShares US Technology ETF worth $15.9M as of Q2 2026.
Pettinga Financial Advisors sold 7,785 iShares US Technology ETF shares in Q2 2026, an estimated $1.79M.
iShares US Technology ETF made up 2.54% of Pettinga Financial Advisors's portfolio in Q2 2026, its #10 holding.
Pettinga Financial Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.