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Pinnacle Associates’s iShares US Technology ETF IYW Stock Holding History

Pinnacle Associates’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 		$4.57M Sell
18,112
-596
-3% -$137K 0.05% 283
2026
Q1 		$3.39M Sell
18,708
-139
-0.7% -$26.9K 0.04% 319
2025
Q4 		$3.76M Sell
18,847
-200
-1% -$40K 0.05% 286
2025
Q3 		$3.73M Sell
19,047
-100
-0.5% -$18.3K 0.05% 291
2025
Q2 		$3.32M Buy
19,147
+201
+1% +$30.5K 0.05% 307
2025
Q1 		$2.66M Buy
18,946
+283
+2% +$44.1K 0.04% 330
2024
Q4 		$2.98M Buy
18,663
+45
+0.2% +$7.12K 0.04% 311
2024
Q3 		$2.29M Sell
18,618
-30
-0.2% -$4.41K 0.04% 350
2024
Q2 		$2.81M Buy
18,648
+30
+0.2% +$4.15K 0.04% 312
2024
Q1 		$2.51M Hold
18,618
– – 0.04% 338
2023
Q4 		$2.29M Sell
18,618
-305
-2% -$34.5K 0.04% 354
2023
Q3 		$1.99M Sell
18,923
-100
-0.5% -$10.9K 0.04% 355
2023
Q2 		$2.07M Hold
19,023
– – 0.04% 353
2023
Q1 		$1.77M Sell
19,023
-100
-0.5% -$8.39K 0.04% 321
2022
Q4 		$1.42M Buy
19,123
+150
+0.8% +$11.5K 0.03% 349
2022
Q3 		$1.39M Hold
18,973
– – 0.03% 337
2022
Q2 		$1.52M Sell
18,973
-658
-3% -$58.2K 0.03% 340
2022
Q1 		$2.02M Sell
19,631
-1,580
-7% -$161K 0.04% 344
2021
Q4 		$2.44M Sell
21,211
-50
-0.2% -$5.55K 0.04% 320
2021
Q3 		$2.15M Sell
21,261
-305
-1% -$31.8K 0.04% 330
2021
Q2 		$2.14M Buy
21,566
+350
+2% +$32.6K 0.04% 326
2021
Q1 		$1.86M Hold
21,216
– – 0.04% 330
2020
Q4 		$1.8M Sell
21,216
-12
-0.1% -$959 0.04% 318
2020
Q3 		$1.6M Sell
21,228
-440
-2% -$32.1K 0.04% 309
2020
Q2 		$1.46M Buy
21,668
+5,132
+31% +$310K 0.04% 315
2020
Q1 		$845K Buy
+16,536
New +$958K 0.03% 362

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

Pinnacle Associates's IYW Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares US Technology ETF (IYW) stake by 3.2% in Q2 2026, selling an estimated $137K and leaving 18,112 shares worth $4.57M. The position accounts for 0.05% of the portfolio, ranked #283.

Pinnacle Associates first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Pinnacle Associates held 18,112 shares of iShares US Technology ETF worth $4.57M as of Q2 2026.
  • Pinnacle Associates sold 596 iShares US Technology ETF shares in Q2 2026, an estimated $137K.
  • iShares US Technology ETF made up 0.05% of Pinnacle Associates's portfolio in Q2 2026, its #283 holding.
  • Pinnacle Associates first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.