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Roman Butler Fullerton & Co’s iShares US Technology ETF IYW Stock Holding History

Roman Butler Fullerton & Co’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 		$1.16M Buy
4,735
+1
+0% +$230 0.28% 91
2026
Q1 		$914K Sell
4,734
-73
-2% -$14.1K 0.25% 100
2025
Q4 		$956K Buy
4,807
+1
+0% +$200 0.25% 102
2025
Q3 		$1.02M Buy
4,806
+1
+0% +$183 0.27% 95
2025
Q2 		$865K Buy
4,805
+1
+0% +$152 0.25% 103
2025
Q1 		$658K Buy
4,804
+2
+0% +$312 0.26% 96
2024
Q4 		$755K Buy
4,802
+1
+0% +$158 0.24% 103
2024
Q3 		$740K Buy
4,801
+2
+0% +$294 0.22% 103
2024
Q2 		$762K Buy
4,799
+2
+0% +$276 0.25% 94
2024
Q1 		$606K Buy
4,797
+2
+0% +$260 0.23% 104
2023
Q4 		$620K Buy
4,795
+6
+0.1% +$680 0.24% 100
2023
Q3 		$517K Buy
4,789
+2
+0% +$217 0.24% 102
2023
Q2 		$542K Buy
4,787
+2
+0% +$196 0.25% 101
2023
Q1 		$424K Buy
4,785
+4
+0.1% +$336 0.21% 117
2022
Q4 		$376K Buy
4,781
+145
+3% +$11.1K 0.19% 138
2022
Q3 		$334K Hold
4,636
– – 0.21% 128
2022
Q2 		$384K Buy
4,636
+2
+0% +$177 0.21% 119
2022
Q1 		$477K Buy
4,634
+2
+0% +$204 0.22% 118
2021
Q4 		$532K Buy
4,632
+3
+0.1% +$333 0.24% 106
2021
Q3 		$496K Buy
4,629
+2
+0% +$209 0.23% 108
2021
Q2 		$460K Buy
4,627
+2
+0% +$187 0.22% 114
2021
Q1 		$440K Sell
4,625
-657
-12% -$57.6K 0.22% 123
2020
Q4 		$449K Sell
5,282
-118
-2% -$9.43K 0.27% 103
2020
Q3 		$406K Buy
5,400
+4
+0.1% +$292 0.27% 100
2020
Q2 		$364K Buy
5,396
+664
+14% +$40.1K 0.26% 109
2020
Q1 		$242K Sell
4,732
-1,812
-28% -$105K 0.21% 118
2019
Q4 		$381K Buy
6,544
+124
+2% +$6.75K 0.25% 117
2019
Q3 		$328K Sell
6,420
-652
-9% -$33.1K 0.23% 130
2019
Q2 		$350K Buy
7,072
+12
+0.2% +$587 0.24% 129
2019
Q1 		$336K Buy
7,060
+1,232
+21% +$54.8K 0.23% 133
2018
Q4 		$240K Buy
+5,828
New +$252K 0.2% 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

Roman Butler Fullerton & Co's IYW Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its iShares US Technology ETF (IYW) stake by 0.02% in Q2 2026, buying an estimated $230 and bringing the position to 4,735 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #91.

Roman Butler Fullerton & Co first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Roman Butler Fullerton & Co held 4,735 shares of iShares US Technology ETF worth $1.16M as of Q2 2026.
  • Roman Butler Fullerton & Co bought 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
  • iShares US Technology ETF made up 0.28% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #91 holding.
  • Roman Butler Fullerton & Co first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.