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Rothschild Investment LLC’s iShares US Technology ETF IYW Stock Holding History

Rothschild Investment LLC’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 		$10.1K Hold
40
– – ﹤0.01% 1873
2026
Q1 		$7.26K Sell
40
-800
-95% -$155K ﹤0.01% 1861
2025
Q4 		$168K Hold
840
– – 0.01% 678
2025
Q3 		$165K Sell
840
-180
-18% -$32.9K 0.01% 664
2025
Q2 		$177K Hold
1,020
– – 0.01% 538
2025
Q1 		$143K Sell
1,020
-19
-2% -$2.96K 0.01% 563
2024
Q4 		$166K Hold
1,039
– – 0.01% 545
2024
Q3 		$158K Hold
1,039
– – 0.01% 563
2024
Q2 		$156K Hold
1,039
– – 0.01% 544
2024
Q1 		$140K Sell
1,039
-40
-4% -$5.21K 0.01% 529
2023
Q4 		$132K Buy
+1,079
New +$122K 0.01% 483

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rothschild Investment LLC's IYW Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 40 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Rothschild Investment LLC first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $177K in Q2 2025. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Rothschild Investment LLC held 40 shares of iShares US Technology ETF worth $10.1K as of Q2 2026.
  • Rothschild Investment LLC left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1873 holding.
  • Rothschild Investment LLC first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares US Technology ETF position peaked at $177K in Q2 2025.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.