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

Richardson 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	$206K	Hold	815	–	–	0.09%	52
2026 Q1	$148K	Sell	815 -62	-7%	-$12K	0.07%	58
2025 Q4	$175K	Hold	877	–	–	0.09%	42
2025 Q3	$172K	Sell	877 -61	-7%	-$11.2K	0.08%	43
2025 Q2	$163K	Sell	938 -48	-5%	-$7.28K	0.09%	43
2025 Q1	$138K	Buy	986 +788	+398%	+$123K	0.09%	46
2024 Q4	$31.6K	Sell	198 -20	-9%	-$3.17K	0.02%	84
2024 Q3	$33.1K	Hold	218	–	–	0.02%	80
2024 Q2	$32.8K	Hold	218	–	–	0.03%	83
2024 Q1	$29.4K	Hold	218	–	–	0.02%	85
2023 Q4	$26.8K	Buy	+218	New	+$24.7K	0.03%	73

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

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

Richardson Capital Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 815 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #52.

Richardson Capital Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Richardson Capital Management held 815 shares of iShares US Technology ETF worth $206K as of Q2 2026.
Richardson Capital Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.09% of Richardson Capital Management's portfolio in Q2 2026, its #52 holding.
Richardson Capital Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.