Resources Management Corp’s iShares US Technology ETF IYW Stock Holding History

Resources Management Corp’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	$371K	Hold	1,470	–	–	0.05%	153
2026 Q1	$267K	Hold	1,470	–	–	0.04%	171
2025 Q4	$294K	Sell	1,470 -100	-6%	-$20K	0.04%	167
2025 Q3	$308K	Hold	1,570	–	–	0.04%	164
2025 Q2	$272K	Sell	1,570 -15	-0.9%	-$2.27K	0.04%	179
2025 Q1	$223K	Hold	1,585	–	–	0.03%	204
2024 Q4	$253K	Sell	1,585 -3	-0.2%	-$475	0.03%	202
2024 Q3	$241K	Sell	1,588 -15	-0.9%	-$2.21K	0.03%	210
2024 Q2	$241K	Hold	1,603	–	–	0.04%	204
2024 Q1	$217K	Hold	1,603	–	–	0.03%	216
2023 Q4	$197K	Sell	1,603 -67	-4%	-$7.59K	0.03%	223
2023 Q3	$175K	Hold	1,670	–	–	0.03%	226
2023 Q2	$182K	Buy	1,670 +1,574	+1,640%	+$155K	0.03%	224
2023 Q1	$1K	Sell	96 -1,574	-94%	-$132K	﹤0.01%	461
2022 Q4	$124K	Hold	1,670	–	–	0.02%	252
2022 Q3	$123K	Hold	1,670	–	–	0.02%	258
2022 Q2	$134K	Hold	1,670	–	–	0.02%	255
2022 Q1	$172K	Buy	1,670 +30	+2%	+$3.06K	0.02%	249
2021 Q4	$188K	Hold	1,640	–	–	0.02%	252
2021 Q3	$166K	Hold	1,640	–	–	0.02%	247
2021 Q2	$163K	Hold	1,640	–	–	0.02%	260
2021 Q1	$144K	Hold	1,640	–	–	0.02%	259
2020 Q4	$140K	Buy	+1,640	New	+$131K	0.02%	252

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

Resources Management Corp's IYW Position: Q2 2026 in Review

Resources Management Corp held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,470 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #153.

Resources Management Corp first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Resources Management Corp held 1,470 shares of iShares US Technology ETF worth $371K as of Q2 2026.
Resources Management Corp left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Resources Management Corp's portfolio in Q2 2026, its #153 holding.
Resources Management Corp first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.