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Runnymede Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Runnymede Capital Advisors’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 		$7.3M Sell
28,930
-20
-0.1% -$4.59K 4.35% 8
2026
Q1 		$5.25M Buy
+28,950
New +$5.59M 4.51% 9
2025
Q4 		– Sell
-29,185
Closed -$5.72M – 93
2025
Q3 		$5.72M Hold
29,185
– – 4.71% 7
2025
Q2 		$5.06M Sell
29,185
-30
-0.1% -$4.55K 4.66% 7
2025
Q1 		$4.1M Sell
29,215
-440
-1% -$68.5K 3.94% 7
2024
Q4 		$4.73M Buy
+29,655
New +$4.69M 4.13% 7

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

Runnymede Capital Advisors's IYW Position: Q2 2026 in Review

Runnymede Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 0.07% in Q2 2026, selling an estimated $4.59K and leaving 28,930 shares worth $7.3M. The position accounts for 4.35% of the portfolio, ranked #8.

Runnymede Capital Advisors first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Runnymede Capital Advisors held 28,930 shares of iShares US Technology ETF worth $7.3M as of Q2 2026.
  • Runnymede Capital Advisors sold 20 iShares US Technology ETF shares in Q2 2026, an estimated $4.59K.
  • iShares US Technology ETF made up 4.35% of Runnymede Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Runnymede Capital Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.