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Powers Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Powers Advisory Group’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 		$246K Buy
+975
New +$224K 0.08% 124
2026
Q1 		– Sell
-1,057
Closed -$211K – 128
2025
Q4 		$211K Sell
1,057
-24
-2% -$4.8K 0.08% 122
2025
Q3 		$212K Buy
+1,081
New +$198K 0.08% 118

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

Powers Advisory Group's IYW Position: Q2 2026 in Review

Powers Advisory Group opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 975 shares worth $246K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings. This is a return to the name: Powers Advisory Group previously reported a position in IYW as recently as Q4 2025.

Powers Advisory Group first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Powers Advisory Group held 975 shares of iShares US Technology ETF worth $246K as of Q2 2026.
  • iShares US Technology ETF was a new Powers Advisory Group position in Q2 2026.
  • iShares US Technology ETF made up 0.08% of Powers Advisory Group's portfolio in Q2 2026, its #124 holding.
  • Powers Advisory Group first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.