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

Powell 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 		$602K Hold
2,386
– – 0.19% 71
2026
Q1 		$433K Buy
2,386
+1
+0% +$193 0.15% 91
2025
Q4 		$476K Hold
2,385
– – 0.16% 86
2025
Q3 		$467K Buy
2,385
+1
+0% +$183 0.16% 83
2025
Q2 		$413K Buy
2,384
+306
+15% +$46.4K 0.16% 81
2025
Q1 		$292K Buy
2,078
+253
+14% +$39.4K 0.14% 87
2024
Q4 		$291K Hold
1,825
– – 0.13% 96
2024
Q3 		$277K Buy
1,825
+1
+0.1% +$147 0.13% 95
2024
Q2 		$275K Buy
1,824
+200
+12% +$27.6K 0.14% 88
2024
Q1 		$219K Buy
1,624
+1
+0.1% +$130 0.12% 109
2023
Q4 		$199K Buy
1,623
+2
+0.1% +$227 0.11% 118
2023
Q3 		$170K Hold
1,621
– – 0.1% 111
2023
Q2 		$177K Hold
1,621
– – 0.1% 104
2023
Q1 		$150K Buy
1,621
+1
+0.1% +$84 0.08% 106
2022
Q4 		$121K Buy
1,620
+4
+0.2% +$306 0.07% 111
2022
Q3 		$119K Hold
1,616
– – 0.08% 110
2022
Q2 		$129K Buy
1,616
+1
+0.1% +$89 0.08% 114
2022
Q1 		$166K Sell
1,615
-182
-10% -$18.6K 0.1% 105
2021
Q4 		$206K Buy
1,797
+2
+0.1% +$222 0.12% 101
2021
Q3 		$182K Hold
1,795
– – 0.11% 101
2021
Q2 		$178K Buy
1,795
+3
+0.2% +$280 0.11% 101
2021
Q1 		$157K Sell
1,792
-679
-27% -$59.5K 0.1% 104
2020
Q4 		$210K Sell
2,471
-1
-0% -$80 0.16% 82
2020
Q3 		$186K Buy
2,472
+1,884
+320% +$138K 0.16% 89
2020
Q2 		$40K Hold
588
– – 0.04% 104
2020
Q1 		$30K Hold
588
– – 0.04% 105
2019
Q4 		$34K Buy
+588
New +$32K 0.04% 112

Other funds holding IYW

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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

Powell Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,386 shares worth $602K. The position accounts for 0.19% of the portfolio, ranked #71.

Powell Investment Advisors first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 836 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Powell Investment Advisors held 2,386 shares of iShares US Technology ETF worth $602K as of Q2 2026.
  • Powell Investment Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.19% of Powell Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Powell Investment Advisors first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.