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S&A Financial Services’s iShares US Technology ETF IYW Stock Holding History

S&A Financial Services’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 		$6.5M Sell
25,761
-3,297
-11% -$757K 3.97% 6
2026
Q1 		$5.27M Buy
+29,058
New +$5.62M 3.62% 8

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

S&A Financial Services's IYW Position: Q2 2026 in Review

S&A Financial Services reduced its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, selling an estimated $757K and leaving 25,761 shares worth $6.5M. The position accounts for 3.97% of the portfolio, ranked #6.

S&A Financial Services first reported a position in IYW in Q1 2026 and has held it in 2 quarters since. 1,291 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • S&A Financial Services held 25,761 shares of iShares US Technology ETF worth $6.5M as of Q2 2026.
  • S&A Financial Services sold 3,297 iShares US Technology ETF shares in Q2 2026, an estimated $757K.
  • iShares US Technology ETF made up 3.97% of S&A Financial Services's portfolio in Q2 2026, its #6 holding.
  • S&A Financial Services first reported a position in iShares US Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,291 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.