Presidio Capital Management’s iShares US Technology ETF IYW Stock Holding History

Presidio Capital Management’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	$1.1M	Sell	4,343 -242	-5%	-$55.6K	0.27%	28
2026 Q1	$832K	Buy	4,585 +809	+21%	+$156K	0.24%	31
2025 Q4	$754K	Buy	3,776 +166	+5%	+$33.2K	0.23%	34
2025 Q3	$707K	Buy	3,610 +155	+4%	+$28.4K	0.25%	33
2025 Q2	$599K	Sell	3,455 -131	-4%	-$19.9K	0.23%	32
2025 Q1	$504K	Sell	3,586 -1,687	-32%	-$263K	0.21%	33
2024 Q4	$841K	Buy	5,273 +1,042	+25%	+$165K	0.45%	23
2024 Q3	$642K	Sell	4,231 -396	-9%	-$58.2K	0.41%	29
2024 Q2	$696K	Buy	+4,627	New	+$639K	0.49%	27

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Presidio Capital Management's IYW Position: Q2 2026 in Review

Presidio Capital Management reduced its iShares US Technology ETF (IYW) stake by 5.3% in Q2 2026, selling an estimated $55.6K and leaving 4,343 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #28.

Presidio Capital Management first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Presidio Capital Management held 4,343 shares of iShares US Technology ETF worth $1.1M as of Q2 2026.
Presidio Capital Management sold 242 iShares US Technology ETF shares in Q2 2026, an estimated $55.6K.
iShares US Technology ETF made up 0.27% of Presidio Capital Management's portfolio in Q2 2026, its #28 holding.
Presidio Capital Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.