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PlanVest Financial’s iShares US Technology ETF IYW Stock Holding History

PlanVest Financial’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 		$21.2K Hold
84
– – 0.01% 331
2026
Q1 		$15.2K Buy
+84
New +$16.2K 0.01% 346

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

PlanVest Financial's IYW Position: Q2 2026 in Review

PlanVest Financial held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 84 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #331.

PlanVest Financial first reported a position in IYW in Q1 2026 and has held it in 2 quarters since. 1,272 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • PlanVest Financial held 84 shares of iShares US Technology ETF worth $21.2K as of Q2 2026.
  • PlanVest Financial left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #331 holding.
  • PlanVest Financial first reported a position in iShares US Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.