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Pitcairn Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Pitcairn Wealth 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 		$290K Sell
1,150
-813
-41% -$187K 0.03% 239
2026
Q1 		$392K Hold
1,963
– – 0.04% 210
2025
Q4 		$392K Buy
+1,963
New +$393K 0.04% 208

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

Pitcairn Wealth Advisors's IYW Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 41% in Q2 2026, selling an estimated $187K and leaving 1,150 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #239.

Pitcairn Wealth Advisors first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 1,294 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Pitcairn Wealth Advisors held 1,150 shares of iShares US Technology ETF worth $290K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 813 iShares US Technology ETF shares in Q2 2026, an estimated $187K.
  • iShares US Technology ETF made up 0.03% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • Pitcairn Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's iShares US Technology ETF position peaked at $392K in Q1 2026.
  • 1,294 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.