Pinnacle Associates
IYW icon

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
Q3 		$4.74M Sell
17,912
-200
-1% -$49.9K 0.05% 275
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Atlas Legacy Advisors
Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Pinnacle Associates's IYW Position: Q3 2026 in Review

Pinnacle Associates reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q3 2026, selling an estimated $49.9K and leaving 17,912 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #275.

Pinnacle Associates first reported a position in IYW in Q1 2020 and has held it in 27 quarters since. 931 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Pinnacle Associates held 17,912 shares of iShares US Technology ETF worth $4.74M as of Q3 2026.
  • Pinnacle Associates sold 200 iShares US Technology ETF shares in Q3 2026, an estimated $49.9K.
  • iShares US Technology ETF made up 0.05% of Pinnacle Associates's portfolio in Q3 2026, its #275 holding.
  • Pinnacle Associates first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 27 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.