Planning Directions’s iShares US Technology ETF IYW Stock Holding History

Planning Directions’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	$450K	Sell	1,786 -44	-2%	-$10.1K	0.21%	64
2026 Q1	$332K	Sell	1,830 -781	-30%	-$151K	0.17%	74
2025 Q4	$521K	Buy	2,611 +123	+5%	+$24.6K	0.26%	45
2025 Q3	$487K	Buy	2,488 +133	+6%	+$24.3K	0.25%	46
2025 Q2	$408K	Buy	2,355 +101	+4%	+$15.3K	0.23%	51
2025 Q1	$317K	Buy	2,254 +32	+1%	+$4.98K	0.14%	93
2024 Q4	$354K	Buy	2,222 +277	+14%	+$43.8K	0.21%	55
2024 Q3	$295K	Buy	1,945 +81	+4%	+$11.9K	0.18%	64
2024 Q2	$280K	Buy	1,864 +11	+0.6%	+$1.52K	0.19%	64
2024 Q1	$250K	Buy	+1,853	New	+$241K	0.17%	65

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

Planning Directions's IYW Position: Q2 2026 in Review

Planning Directions reduced its iShares US Technology ETF (IYW) stake by 2.4% in Q2 2026, selling an estimated $10.1K and leaving 1,786 shares worth $450K. The position accounts for 0.21% of the portfolio, ranked #64.

Planning Directions first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $521K in Q4 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Planning Directions held 1,786 shares of iShares US Technology ETF worth $450K as of Q2 2026.
Planning Directions sold 44 iShares US Technology ETF shares in Q2 2026, an estimated $10.1K.
iShares US Technology ETF made up 0.21% of Planning Directions's portfolio in Q2 2026, its #64 holding.
Planning Directions first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Planning Directions's iShares US Technology ETF position peaked at $521K in Q4 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.