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Realta Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Realta Investment 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 		$84.5K Sell
335
-17
-5% -$3.9K 0.03% 247
2026
Q1 		$63.9K Hold
352
– – 0.02% 244
2025
Q4 		$70.3K Hold
352
– – 0.02% 235
2025
Q3 		$68.9K Hold
352
– – 0.02% 225
2025
Q2 		$61K Hold
352
– – 0.02% 219
2025
Q1 		$49.4K Hold
352
– – 0.02% 234
2024
Q4 		$57.2K Sell
352
-200
-36% -$31.6K 0.02% 245
2024
Q3 		$86.7K Sell
552
-2,747
-83% -$404K 0.04% 218
2024
Q2 		$497K Hold
3,299
– – 0.1% 224
2024
Q1 		$446K Buy
3,299
+700
+27% +$91.1K 0.09% 253
2023
Q4 		$319K Sell
2,599
-74
-3% -$8.38K 0.07% 299
2023
Q3 		$291K Sell
2,673
-760
-22% -$82.6K 0.07% 300
2023
Q2 		$374K Buy
3,433
+40
+1% +$3.93K 0.08% 263
2023
Q1 		$315K Buy
3,393
+447
+15% +$37.5K 0.08% 280
2022
Q4 		$219K Buy
2,946
+179
+6% +$13.7K 0.05% 368
2022
Q3 		$203K Sell
2,767
-130
-4% -$11K 0.05% 359
2022
Q2 		$232K Sell
2,897
-60
-2% -$5.31K 0.06% 321
2022
Q1 		$305K Sell
2,957
-164
-5% -$16.7K 0.06% 300
2021
Q4 		$358K Sell
3,121
-101
-3% -$11.2K 0.08% 275
2021
Q3 		$326K Buy
3,222
+276
+9% +$28.8K 0.08% 283
2021
Q2 		$293K Hold
2,946
– – 0.07% 291
2021
Q1 		$258K Buy
2,946
+294
+11% +$25.8K 0.07% 302
2020
Q4 		$226K Hold
2,652
– – 0.06% 290
2020
Q3 		$200K Buy
+2,652
New +$194K 0.07% 287
2020
Q1 		– Sell
-3,032
Closed -$169K – 871
2019
Q4 		$169K Sell
3,032
-120
-4% -$6.53K 0.05% 369
2019
Q3 		$159K Sell
3,152
-400
-11% -$20.3K 0.04% 379
2019
Q2 		$177K Sell
3,552
-80
-2% -$3.91K 0.05% 359
2019
Q1 		$173K Buy
+3,632
New +$161K 0.08% 301

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

Realta Investment Advisors's IYW Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 4.8% in Q2 2026, selling an estimated $3.9K and leaving 335 shares worth $84.5K. The position accounts for 0.03% of the portfolio, ranked #247.

Realta Investment Advisors first reported a position in IYW in Q1 2019 and has held it in 28 quarters since. The position peaked at $497K in Q2 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Realta Investment Advisors held 335 shares of iShares US Technology ETF worth $84.5K as of Q2 2026.
  • Realta Investment Advisors sold 17 iShares US Technology ETF shares in Q2 2026, an estimated $3.9K.
  • iShares US Technology ETF made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • Realta Investment Advisors first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 28 quarters since.
  • Realta Investment Advisors's iShares US Technology ETF position peaked at $497K in Q2 2024.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.