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Polaris Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Polaris Investment 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 		$430K Sell
1,704
-97
-5% -$22.3K 0.28% 53
2026
Q1 		$327K Sell
1,801
-206
-10% -$39.8K 0.24% 58
2025
Q4 		$401K Buy
+2,007
New +$401K 0.29% 49

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

Polaris Investment Advisors's IYW Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 5.4% in Q2 2026, selling an estimated $22.3K and leaving 1,704 shares worth $430K. The position accounts for 0.28% of the portfolio, ranked #53.

Polaris Investment Advisors first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Polaris Investment Advisors held 1,704 shares of iShares US Technology ETF worth $430K as of Q2 2026.
  • Polaris Investment Advisors sold 97 iShares US Technology ETF shares in Q2 2026, an estimated $22.3K.
  • iShares US Technology ETF made up 0.28% of Polaris Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Polaris Investment Advisors first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.