QPWM
IYW icon

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

Quadrant Private 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 		– Sell
-5,024
Closed -$911K – 232
2026
Q1 		$911K Sell
5,024
-3,507
-41% -$678K 0.14% 123
2025
Q4 		$1.7M Buy
8,531
+60
+0.7% +$12K 0.28% 86
2025
Q3 		$1.66M Sell
8,471
-13,525
-61% -$2.47M 0.3% 85
2025
Q2 		$3.81M Sell
21,996
-1,662
-7% -$252K 0.79% 30
2025
Q1 		$3.32M Buy
23,658
+2,610
+12% +$407K 0.83% 34
2024
Q4 		$3.36M Buy
21,048
+3,433
+19% +$543K 0.83% 31
2024
Q3 		$2.67M Buy
17,615
+2,718
+18% +$400K 0.66% 43
2024
Q2 		$2.24M Buy
14,897
+4,697
+46% +$649K 0.51% 55
2024
Q1 		$1.38M Buy
10,200
+1,867
+22% +$243K 0.35% 75
2023
Q4 		$1.02M Buy
8,333
+3,117
+60% +$353K 0.28% 81
2023
Q3 		$548K Sell
5,216
-5,319
-50% -$578K 0.18% 105
2023
Q2 		$1.15M Buy
10,535
+1,876
+22% +$184K 0.33% 77
2023
Q1 		$804K Buy
8,659
+3,925
+83% +$329K 0.25% 94
2022
Q4 		$353K Buy
+4,734
New +$362K 0.12% 151

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

Quadrant Private Wealth Management's IYW Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 5,024 shares — an estimated $911K sold.

Quadrant Private Wealth Management first reported a position in IYW in Q4 2022 and held it in 14 quarters. The position peaked at $3.81M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 5,024 iShares US Technology ETF shares in Q2 2026, an estimated $911K.
  • Quadrant Private Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and held it in 14 quarters.
  • Quadrant Private Wealth Management's iShares US Technology ETF position peaked at $3.81M in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.