Quotient Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Quotient Wealth Partners’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	$7M	Sell	27,770 -206	-0.7%	-$47.3K	0.17%	41
2026 Q1	$5.08M	Sell	27,976 -7,449	-21%	-$1.44M	0.13%	52
2025 Q4	$7.07M	Sell	35,425 -333,256	-90%	-$66.7M	0.19%	38
2025 Q3	$72.2M	Sell	368,681 -14,296	-4%	-$2.62M	1.98%	15
2025 Q2	$66.4M	Buy	382,977 +3,163	+0.8%	+$479K	1.95%	16
2025 Q1	$53.3M	Buy	379,814 +15,452	+4%	+$2.41M	1.7%	19
2024 Q4	$58.1M	Buy	364,362 +4,773	+1%	+$755K	1.9%	14
2024 Q3	$54.5M	Buy	359,589 +12,386	+4%	+$1.82M	1.79%	16
2024 Q2	$52.3M	Sell	347,203 -21,811	-6%	-$3.01M	1.83%	14
2024 Q1	$49.8M	Buy	369,014 +52,693	+17%	+$6.86M	1.78%	15
2023 Q4	$38.8M	Buy	+316,321	New	+$35.8M	1.51%	19

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

Quotient Wealth Partners's IYW Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 0.74% in Q2 2026, selling an estimated $47.3K and leaving 27,770 shares worth $7M. The position accounts for 0.17% of the portfolio, ranked #41.

Quotient Wealth Partners first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.2M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Quotient Wealth Partners held 27,770 shares of iShares US Technology ETF worth $7M as of Q2 2026.
Quotient Wealth Partners sold 206 iShares US Technology ETF shares in Q2 2026, an estimated $47.3K.
iShares US Technology ETF made up 0.17% of Quotient Wealth Partners's portfolio in Q2 2026, its #41 holding.
Quotient Wealth Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's iShares US Technology ETF position peaked at $72.2M in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.