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Portfolio Strategies’s iShares US Technology ETF IYW Stock Holding History

Portfolio Strategies’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 		$98.9M Buy
392,227
+935
+0.2% +$215K 9.7% 4
2026
Q1 		$71.3M Sell
391,292
-6,953
-2% -$1.34M 8.79% 3
2025
Q4 		$79.5M Sell
398,245
-9,264
-2% -$1.85M 9.21% 3
2025
Q3 		$79.8M Buy
407,509
+58,099
+17% +$10.6M 9.28% 3
2025
Q2 		$60.5M Sell
349,410
-2,909
-0.8% -$441K 7.88% 5
2025
Q1 		$49.5M Sell
352,319
-1,641
-0.5% -$256K 7.66% 4
2024
Q4 		$56.5M Sell
353,960
-6,021
-2% -$953K 8.01% 5
2024
Q3 		$54.6M Sell
359,981
-4,998
-1% -$735K 7.37% 5
2024
Q2 		$54.9M Buy
364,979
+93,854
+35% +$13M 7.49% 5
2024
Q1 		$36.6M Buy
271,125
+39,004
+17% +$5.08M 2.49% 15
2023
Q4 		$28.5M Buy
232,121
+122,288
+111% +$13.9M 4.74% 13
2023
Q3 		$11.5M Sell
109,833
-92
-0.1% -$10K 2.22% 16
2023
Q2 		$12M Buy
+109,925
New +$10.8M 2.16% 16
2022
Q4 		– Sell
-190,370
Closed -$13.9M – 43
2022
Q3 		$13.9M Sell
190,370
-4,808
-2% -$408K 3.58% 10
2022
Q2 		$15.7M Sell
195,178
-3,406
-2% -$301K 3.65% 13
2022
Q1 		$20.5M Buy
198,584
+12,770
+7% +$1.3M 3.82% 13
2021
Q4 		$21.3M Buy
185,814
+32,292
+21% +$3.59M 3.98% 9
2021
Q3 		$15.5M Buy
153,522
+15,165
+11% +$1.58M 3.11% 15
2021
Q2 		$13.8M Buy
138,357
+108,002
+356% +$10.1M 2.73% 18
2021
Q1 		$2.66M Sell
30,355
-120
-0.4% -$10.5K 0.56% 32
2020
Q4 		$2.59M Sell
30,475
-173
-0.6% -$13.8K 0.51% 27
2020
Q3 		$2.3M Sell
30,648
-540
-2% -$39.4K 0.64% 24
2020
Q2 		$2.1M Sell
31,188
-296
-0.9% -$17.9K 0.74% 20
2020
Q1 		$1.61M Buy
+31,484
New +$1.82M 0.92% 21

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

Portfolio Strategies's IYW Position: Q2 2026 in Review

Portfolio Strategies increased its iShares US Technology ETF (IYW) stake by 0.24% in Q2 2026, buying an estimated $215K and bringing the position to 392,227 shares worth $98.9M. The position accounts for 9.7% of the portfolio, ranked #4.

Portfolio Strategies first reported a position in IYW in Q1 2020 and has held it in 24 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Portfolio Strategies held 392,227 shares of iShares US Technology ETF worth $98.9M as of Q2 2026.
  • Portfolio Strategies bought 935 iShares US Technology ETF shares in Q2 2026, an estimated $215K.
  • iShares US Technology ETF made up 9.7% of Portfolio Strategies's portfolio in Q2 2026, its #4 holding.
  • Portfolio Strategies first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Portfolio Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.