RHS Financial’s iShares US Technology ETF IYW Stock Holding History

RHS Financial’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	$262K	Buy	+1,039	New	+$239K	0.11%	146
2025 Q2	–	Sell	-3,848	Closed	-$540K	–	143
2025 Q1	$540K	Sell	3,848 -2,627	-41%	-$409K	0.3%	66
2024 Q4	$1.03M	Buy	6,475 +409	+7%	+$64.7K	0.53%	53
2024 Q3	$920K	Buy	+6,066	New	+$892K	0.46%	59
2024 Q2	–	Sell	-5,175	Closed	-$699K	–	91
2024 Q1	$699K	Buy	5,175 +1,308	+34%	+$170K	0.41%	59
2023 Q4	$475K	Buy	3,867 +305	+9%	+$34.5K	0.3%	64
2023 Q3	$374K	Buy	3,562 +47	+1%	+$5.11K	0.26%	67
2023 Q2	$383K	Buy	3,515 +376	+12%	+$36.9K	0.28%	67
2023 Q1	$291K	Buy	+3,139	New	+$263K	0.22%	74

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

RHS Financial's IYW Position: Q2 2026 in Review

RHS Financial opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,039 shares worth $262K. The stake represents 0.11% of the portfolio and ranks #146 among its holdings. This is a return to the name: RHS Financial previously reported a position in IYW as recently as Q1 2025.

RHS Financial first reported a position in IYW in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2024. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

RHS Financial held 1,039 shares of iShares US Technology ETF worth $262K as of Q2 2026.
iShares US Technology ETF was a new RHS Financial position in Q2 2026.
iShares US Technology ETF made up 0.11% of RHS Financial's portfolio in Q2 2026, its #146 holding.
RHS Financial first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 9 quarters since.
RHS Financial's iShares US Technology ETF position peaked at $1.03M in Q4 2024.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.