Quest 10 Wealth Builders’s iShares US Technology ETF IYW Stock Holding History

Quest 10 Wealth Builders’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	$4.62M	Buy	18,329 +222	+1%	+$51K	3.59%	4
2026 Q1	$3.29M	Buy	18,107 +254	+1%	+$49.1K	2.88%	6
2025 Q4	$3.56M	Sell	17,853 -167	-0.9%	-$33.4K	3.19%	5
2025 Q3	$3.53M	Sell	18,020 -517	-3%	-$94.6K	3.25%	5
2025 Q2	$3.21M	Buy	18,537 +29	+0.2%	+$4.4K	3.13%	5
2025 Q1	$2.71M	Sell	18,508 -513	-3%	-$79.9K	2.9%	5
2024 Q4	$3.03M	Buy	+19,021	New	+$3.01M	3.02%	5

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

Quest 10 Wealth Builders's IYW Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares US Technology ETF (IYW) stake by 1.2% in Q2 2026, buying an estimated $51K and bringing the position to 18,329 shares worth $4.62M. The position accounts for 3.59% of the portfolio, ranked #4.

Quest 10 Wealth Builders first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Quest 10 Wealth Builders held 18,329 shares of iShares US Technology ETF worth $4.62M as of Q2 2026.
Quest 10 Wealth Builders bought 222 iShares US Technology ETF shares in Q2 2026, an estimated $51K.
iShares US Technology ETF made up 3.59% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #4 holding.
Quest 10 Wealth Builders first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.