Raleigh Capital Management’s iShares US Technology ETF IYW Stock Holding History

Raleigh Capital 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	$5.33K	Hold	21	–	–	﹤0.01%	395
2026 Q1	$3.83K	Sell	21 -86	-80%	-$16.6K	﹤0.01%	450
2025 Q4	$21.4K	Buy	107 +58	+118%	+$11.6K	0.01%	341
2025 Q3	$9.62K	Sell	49 -3,132	-98%	-$573K	﹤0.01%	367
2025 Q2	$551K	Sell	3,181 -1,085	-25%	-$164K	0.23%	116
2025 Q1	$599K	Sell	4,266 -53	-1%	-$8.26K	0.27%	102
2024 Q4	$689K	Sell	4,319 -219	-5%	-$34.7K	0.27%	109
2024 Q3	$688K	Sell	4,538 -908	-17%	-$134K	0.27%	107
2024 Q2	$820K	Sell	5,446 -2,828	-34%	-$391K	0.35%	87
2024 Q1	$1.12M	Buy	8,274 +1,077	+15%	+$140K	0.48%	63
2023 Q4	$883K	Buy	7,197 +1,127	+19%	+$128K	0.41%	74
2023 Q3	$637K	Sell	6,070 -3,807	-39%	-$414K	0.32%	84
2023 Q2	$1.08M	Sell	9,877 -264	-3%	-$25.9K	0.54%	62
2023 Q1	$941K	Buy	10,141 +2,248	+28%	+$189K	0.47%	72
2022 Q4	$588K	Buy	7,893 +7,741	+5,093%	+$592K	0.31%	90
2022 Q3	$11K	Hold	152	–	–	0.01%	344
2022 Q2	$14K	Hold	152	–	–	0.01%	320
2022 Q1	$16K	Sell	152 -137	-47%	-$14K	0.01%	312
2021 Q4	$33K	Buy	+289	New	+$32.1K	0.03%	147

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

Raleigh Capital Management's IYW Position: Q2 2026 in Review

Raleigh Capital Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 21 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Raleigh Capital Management first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q1 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Raleigh Capital Management held 21 shares of iShares US Technology ETF worth $5.33K as of Q2 2026.
Raleigh Capital Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #395 holding.
Raleigh Capital Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
Raleigh Capital Management's iShares US Technology ETF position peaked at $1.12M in Q1 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.