Quadcap Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Quadcap Wealth 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	$331K	Sell	1,314 -551	-30%	-$127K	0.03%	322
2026 Q1	$338K	Sell	1,865 -16	-0.9%	-$3.09K	0.04%	302
2025 Q4	$376K	Hold	1,881	–	–	0.04%	296
2025 Q3	$368K	Sell	1,881 -27	-1%	-$4.94K	0.04%	304
2025 Q2	$331K	Hold	1,908	–	–	0.04%	303
2025 Q1	$268K	Sell	1,908 -173	-8%	-$26.9K	0.04%	317
2024 Q4	$332K	Sell	2,081 -362	-15%	-$57.3K	0.05%	295
2024 Q3	$370K	Buy	2,443 +22	+0.9%	+$3.23K	0.06%	282
2024 Q2	$364K	Sell	2,421 -20	-0.8%	-$2.76K	0.07%	283
2024 Q1	$330K	Sell	2,441 -237	-9%	-$30.9K	0.08%	261
2023 Q4	$329K	Buy	+2,678	New	+$303K	0.09%	259

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

Quadcap Wealth Management's IYW Position: Q2 2026 in Review

Quadcap Wealth Management reduced its iShares US Technology ETF (IYW) stake by 30% in Q2 2026, selling an estimated $127K and leaving 1,314 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #322.

Quadcap Wealth Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $376K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Quadcap Wealth Management held 1,314 shares of iShares US Technology ETF worth $331K as of Q2 2026.
Quadcap Wealth Management sold 551 iShares US Technology ETF shares in Q2 2026, an estimated $127K.
iShares US Technology ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #322 holding.
Quadcap Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's iShares US Technology ETF position peaked at $376K in Q4 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.