Prostatis Group’s iShares US Technology ETF IYW Stock Holding History

Prostatis 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	$9.13M	Sell	36,208 -4,055	-10%	-$931K	2.13%	8
2026 Q1	$7.3M	Sell	40,263 -13,458	-25%	-$2.6M	1.87%	10
2025 Q4	$10.7M	Buy	53,721 +8,708	+19%	+$1.74M	2.56%	6
2025 Q3	$8.82M	Sell	45,013 -522	-1%	-$95.5K	2.21%	7
2025 Q2	$7.89M	Buy	45,535 +19,215	+73%	+$2.91M	2.26%	9
2025 Q1	$3.7M	Sell	26,320 -25,991	-50%	-$4.05M	1.17%	19
2024 Q4	$8.34M	Sell	52,311 -1,468	-3%	-$232K	2.43%	8
2024 Q3	$8.15M	Buy	53,779 +5,155	+11%	+$758K	2.67%	6
2024 Q2	$7.32M	Buy	48,624 +533	+1%	+$73.7K	2.57%	8
2024 Q1	$6.5M	Buy	+48,091	New	+$6.26M	2.46%	8

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

Prostatis Group's IYW Position: Q2 2026 in Review

Prostatis Group reduced its iShares US Technology ETF (IYW) stake by 10% in Q2 2026, selling an estimated $931K and leaving 36,208 shares worth $9.13M. The position accounts for 2.13% of the portfolio, ranked #8.

Prostatis Group first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.7M in Q4 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Prostatis Group held 36,208 shares of iShares US Technology ETF worth $9.13M as of Q2 2026.
Prostatis Group sold 4,055 iShares US Technology ETF shares in Q2 2026, an estimated $931K.
iShares US Technology ETF made up 2.13% of Prostatis Group's portfolio in Q2 2026, its #8 holding.
Prostatis Group first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Prostatis Group's iShares US Technology ETF position peaked at $10.7M in Q4 2025.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.