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PFG Investments’s iShares US Technology ETF IYW Stock Holding History

PFG Investments’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 		$3.3M Sell
13,082
-205
-2% -$47.1K 0.13% 143
2026
Q1 		$2.41M Sell
13,287
-1,985
-13% -$384K 0.11% 163
2025
Q4 		$3.05M Sell
15,272
-18,180
-54% -$3.64M 0.14% 128
2025
Q3 		$6.55M Sell
33,452
-51
-0.2% -$9.33K 0.34% 58
2025
Q2 		$5.81M Buy
33,503
+523
+2% +$79.3K 0.34% 58
2025
Q1 		$4.63M Sell
32,980
-289
-0.9% -$45K 0.3% 65
2024
Q4 		$5.31M Buy
33,269
+18,917
+132% +$2.99M 0.33% 59
2024
Q3 		$2.18M Sell
14,352
-1,380
-9% -$203K 0.14% 141
2024
Q2 		$2.37M Buy
15,732
+468
+3% +$64.7K 0.17% 109
2024
Q1 		$2.06M Buy
15,264
+739
+5% +$96.2K 0.12% 183
2023
Q4 		$1.78M Buy
14,525
+7
+0% +$793 0.33% 65
2023
Q3 		$1.52M Sell
14,518
-29,357
-67% -$3.19M 0.29% 69
2023
Q2 		$4.78M Buy
43,875
+11,258
+35% +$1.11M 0.85% 18
2023
Q1 		$3.03M Buy
+32,617
New +$2.74M 0.62% 24

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

PFG Investments's IYW Position: Q2 2026 in Review

PFG Investments reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $47.1K and leaving 13,082 shares worth $3.3M. The position accounts for 0.13% of the portfolio, ranked #143.

PFG Investments first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.55M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • PFG Investments held 13,082 shares of iShares US Technology ETF worth $3.3M as of Q2 2026.
  • PFG Investments sold 205 iShares US Technology ETF shares in Q2 2026, an estimated $47.1K.
  • iShares US Technology ETF made up 0.13% of PFG Investments's portfolio in Q2 2026, its #143 holding.
  • PFG Investments first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares US Technology ETF position peaked at $6.55M in Q3 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.