Ranch Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Ranch Capital Advisors’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	$605K	Hold	2,400	–	–	0.19%	99
2026 Q1	$435K	Hold	2,400	–	–	0.16%	109
2025 Q4	$479K	Hold	2,400	–	–	0.18%	106
2025 Q3	$470K	Sell	2,400 -4	-0.2%	-$732	0.18%	103
2025 Q2	$417K	Buy	2,404 +4	+0.2%	+$606	0.18%	108
2025 Q1	$337K	Hold	2,400	–	–	0.16%	118
2024 Q4	$383K	Hold	2,400	–	–	0.18%	106
2024 Q3	$364K	Hold	2,400	–	–	0.17%	114
2024 Q2	$361K	Hold	2,400	–	–	0.19%	115
2024 Q1	$324K	Hold	2,400	–	–	0.18%	116
2023 Q4	$295K	Hold	2,400	–	–	0.18%	116
2023 Q3	$252K	Hold	2,400	–	–	0.18%	121
2023 Q2	$261K	Hold	2,400	–	–	0.18%	120
2023 Q1	$223K	Buy	+2,400	New	+$201K	0.16%	134
2022 Q2	–	Sell	-2,400	Closed	-$247K	–	153
2022 Q1	$247K	Hold	2,400	–	–	0.16%	138
2021 Q4	$276K	Hold	2,400	–	–	0.18%	133
2021 Q3	$243K	Sell	2,400 -200	-8%	-$20.9K	0.15%	140
2021 Q2	$258K	Sell	2,600 -200	-7%	-$18.7K	0.16%	139
2021 Q1	$245K	Hold	2,800	–	–	0.16%	140
2020 Q4	$238K	Hold	2,800	–	–	0.17%	133
2020 Q3	$210K	Hold	2,800	–	–	0.17%	133
2020 Q2	$204K	Hold	2,800	–	–	0.16%	138
2020 Q1	$143K	Hold	2,800	–	–	0.14%	149
2019 Q4	$163K	Hold	2,800	–	–	0.13%	158
2019 Q3	$143K	Buy	+2,800	New	+$142K	0.15%	170

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

Ranch Capital Advisors's IYW Position: Q2 2026 in Review

Ranch Capital Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,400 shares worth $605K. The position accounts for 0.19% of the portfolio, ranked #99.

Ranch Capital Advisors first reported a position in IYW in Q3 2019 and has held it in 25 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Ranch Capital Advisors held 2,400 shares of iShares US Technology ETF worth $605K as of Q2 2026.
Ranch Capital Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.19% of Ranch Capital Advisors's portfolio in Q2 2026, its #99 holding.
Ranch Capital Advisors first reported a position in iShares US Technology ETF in Q3 2019 and has held it in 25 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.