Presilium Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Presilium Private Wealth’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	$209K	Buy	+828	New	+$190K	0.03%	95
2026 Q1	–	Sell	-1,036	Closed	-$207K	–	76
2025 Q4	$207K	Sell	1,036 -50	-5%	-$10K	0.04%	76
2025 Q3	$213K	Sell	1,086 -84	-7%	-$15.4K	0.04%	75
2025 Q2	$203K	Buy	+1,170	New	+$177K	0.04%	72
2025 Q1	–	Sell	-1,363	Closed	-$217K	–	73
2024 Q4	$217K	Sell	1,363 -430	-24%	-$68K	0.05%	74
2024 Q3	$272K	Sell	1,793 -100	-5%	-$14.7K	0.06%	68
2024 Q2	$285K	Sell	1,893 -475	-20%	-$65.6K	0.07%	64
2024 Q1	$320K	Sell	2,368 -300	-11%	-$39.1K	0.08%	61
2023 Q4	$327K	Hold	2,668	–	–	0.09%	61
2023 Q3	$280K	Hold	2,668	–	–	0.09%	52
2023 Q2	$290K	Hold	2,668	–	–	0.1%	49
2023 Q1	$248K	Buy	+2,668	New	+$224K	0.1%	48

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

Presilium Private Wealth's IYW Position: Q2 2026 in Review

Presilium Private Wealth opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 828 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings. This is a return to the name: Presilium Private Wealth previously reported a position in IYW as recently as Q4 2025.

Presilium Private Wealth first reported a position in IYW in Q1 2023 and has held it in 12 quarters since. The position peaked at $327K in Q4 2023. 1,291 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Presilium Private Wealth held 828 shares of iShares US Technology ETF worth $209K as of Q2 2026.
iShares US Technology ETF was a new Presilium Private Wealth position in Q2 2026.
iShares US Technology ETF made up 0.03% of Presilium Private Wealth's portfolio in Q2 2026, its #95 holding.
Presilium Private Wealth first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 12 quarters since.
Presilium Private Wealth's iShares US Technology ETF position peaked at $327K in Q4 2023.
1,291 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.