Ridgeline Wealth’s iShares US Technology ETF IYW Stock Holding History

Ridgeline Wealth’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	$1.67M	Sell	6,617 -12	-0.2%	-$2.76K	0.98%	20
2026 Q1	$1.2M	Sell	6,629 -2,711	-29%	-$524K	0.86%	20
2025 Q4	$1.86M	Sell	9,340 -410	-4%	-$82K	1.29%	17
2025 Q3	$1.91M	Sell	9,750 -14	-0.1%	-$2.56K	1.41%	17
2025 Q2	$1.69M	Sell	9,764 -718	-7%	-$109K	1.38%	16
2025 Q1	$1.47M	Sell	10,482 -73	-0.7%	-$11.4K	1.25%	16
2024 Q4	$1.68M	Buy	+10,555	New	+$1.67M	1.37%	14

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

Ridgeline Wealth's IYW Position: Q2 2026 in Review

Ridgeline Wealth reduced its iShares US Technology ETF (IYW) stake by 0.18% in Q2 2026, selling an estimated $2.76K and leaving 6,617 shares worth $1.67M. The position accounts for 0.98% of the portfolio, ranked #20.

Ridgeline Wealth first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Ridgeline Wealth held 6,617 shares of iShares US Technology ETF worth $1.67M as of Q2 2026.
Ridgeline Wealth sold 12 iShares US Technology ETF shares in Q2 2026, an estimated $2.76K.
iShares US Technology ETF made up 0.98% of Ridgeline Wealth's portfolio in Q2 2026, its #20 holding.
Ridgeline Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's iShares US Technology ETF position peaked at $1.91M in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.