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Robertson Stephens Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Robertson Stephens Wealth 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 		$584K Sell
2,313
-36
-2% -$8.27K 0.01% 413
2026
Q1 		$426K Sell
2,349
-386
-14% -$74.6K 0.01% 451
2025
Q4 		$546K Buy
2,735
+763
+39% +$153K 0.01% 407
2025
Q3 		$386K Sell
1,972
-12,386
-86% -$2.27M 0.01% 403
2025
Q2 		$2.49M Sell
14,358
-67
-0.5% -$10.2K 0.08% 162
2025
Q1 		$2.03M Buy
14,425
+443
+3% +$69K 0.07% 190
2024
Q4 		$2.23M Sell
13,982
-5,677
-29% -$898K 0.08% 184
2024
Q3 		$2.98M Buy
19,659
+5,732
+41% +$843K 0.11% 156
2024
Q2 		$2.1M Buy
13,927
+98
+0.7% +$13.5K 0.11% 148
2024
Q1 		$1.87M Buy
13,829
+1,380
+11% +$180K 0.1% 163
2023
Q4 		$1.53M Buy
12,449
+2,568
+26% +$291K 0.09% 169
2023
Q3 		$1.04M Sell
9,881
-5,969
-38% -$649K 0.07% 201
2023
Q2 		$1.73M Buy
15,850
+2,320
+17% +$228K 0.12% 144
2023
Q1 		$1.26M Sell
13,530
-648
-5% -$54.4K 0.1% 175
2022
Q4 		$1.06M Buy
+14,178
New +$1.08M 0.1% 170
2022
Q3 		– Sell
-3,157
Closed -$252K – 381
2022
Q2 		$252K Sell
3,157
-7,537
-70% -$667K 0.02% 319
2022
Q1 		$1.1M Sell
10,694
-195
-2% -$19.9K 0.09% 171
2021
Q4 		$1.25M Buy
10,889
+3,296
+43% +$366K 0.11% 157
2021
Q3 		$768K Buy
7,593
+1,646
+28% +$172K 0.09% 146
2021
Q2 		$591K Sell
5,947
-1,180
-17% -$110K 0.07% 194
2021
Q1 		$625K Buy
+7,127
New +$624K 0.1% 155
2020
Q4 		– Sell
-3,616
Closed -$272K – 256
2020
Q3 		$272K Sell
3,616
-508
-12% -$37.1K 0.07% 181
2020
Q2 		$278K Sell
4,124
-1,684
-29% -$102K 0.08% 149
2020
Q1 		$297K Buy
+5,808
New +$337K 0.1% 140

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

Robertson Stephens Wealth Management's IYW Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $8.27K and leaving 2,313 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #413.

Robertson Stephens Wealth Management first reported a position in IYW in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.98M in Q3 2024. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,313 shares of iShares US Technology ETF worth $584K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 36 iShares US Technology ETF shares in Q2 2026, an estimated $8.27K.
  • iShares US Technology ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's iShares US Technology ETF position peaked at $2.98M in Q3 2024.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.