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Plante Moran Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Plante Moran Financial 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 		$424K Sell
1,680
-10
-0.6% -$2.3K 0.02% 104
2026
Q1 		$307K Buy
1,690
+10
+0.6% +$1.93K 0.02% 124
2025
Q4 		$335K Sell
1,680
-316
-16% -$63.2K 0.02% 123
2025
Q3 		$391K Buy
1,996
+140
+8% +$25.6K 0.02% 107
2025
Q2 		$322K Sell
1,856
-24
-1% -$3.64K 0.02% 121
2025
Q1 		$264K Buy
1,880
+202
+12% +$31.5K 0.02% 140
2024
Q4 		$268K Buy
1,678
+62
+4% +$9.81K 0.02% 141
2024
Q3 		$245K Buy
1,616
+218
+16% +$32.1K 0.02% 159
2024
Q2 		$210K Buy
1,398
+240
+21% +$33.2K 0.02% 169
2024
Q1 		$156K Hold
1,158
– – 0.02% 196
2023
Q4 		$142K Sell
1,158
-546
-32% -$61.8K 0.01% 208
2023
Q3 		$179K Hold
1,704
– – 0.02% 160
2023
Q2 		$186K Hold
1,704
– – 0.02% 164
2023
Q1 		$158K Sell
1,704
-1,800
-51% -$151K 0.02% 170
2022
Q4 		$261K Buy
3,504
+1,800
+106% +$138K 0.04% 127
2022
Q3 		$125K Hold
1,704
– – 0.02% 183
2022
Q2 		$136K Hold
1,704
– – 0.02% 186
2022
Q1 		$176K Hold
1,704
– – 0.03% 172
2021
Q4 		$196K Hold
1,704
– – 0.03% 185
2021
Q3 		$173K Sell
1,704
-40
-2% -$4.17K 0.04% 205
2021
Q2 		$173K Buy
1,744
+40
+2% +$3.73K 0.04% 192
2021
Q1 		$149K Buy
1,704
+316
+23% +$27.7K 0.04% 202
2020
Q4 		$118K Hold
1,388
– – 0.04% 228
2020
Q3 		$104K Hold
1,388
– – 0.04% 233
2020
Q2 		$94K Buy
+1,388
New +$83.8K 0.04% 218
2020
Q1 		– Sell
-272
Closed -$16K – 788
2019
Q4 		$16K Buy
+272
New +$14.8K 0.01% 492
2019
Q1 		– Sell
-276
Closed -$11K – 861
2018
Q4 		$11K Hold
276
– – ﹤0.01% 491
2018
Q3 		$13K Hold
276
– – ﹤0.01% 469
2018
Q2 		$12K Hold
276
– – 0.01% 525
2018
Q1 		$12K Buy
+276
New +$11.9K 0.01% 577

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Plante Moran Financial Advisors's IYW Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 0.59% in Q2 2026, selling an estimated $2.3K and leaving 1,680 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #104.

Plante Moran Financial Advisors first reported a position in IYW in Q1 2018 and has held it in 30 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Plante Moran Financial Advisors held 1,680 shares of iShares US Technology ETF worth $424K as of Q2 2026.
  • Plante Moran Financial Advisors sold 10 iShares US Technology ETF shares in Q2 2026, an estimated $2.3K.
  • iShares US Technology ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Plante Moran Financial Advisors first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 30 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.