Sage Mountain Advisors’s iShares US Technology ETF IYW Stock Holding History

Sage Mountain 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	$356K	Hold	1,412	–	–	0.02%	165
2026 Q1	$256K	Hold	1,412	–	–	0.02%	179
2025 Q4	$282K	Hold	1,412	–	–	0.02%	398
2025 Q3	$277K	Buy	1,412 +200	+17%	+$36.6K	0.02%	386
2025 Q2	$210K	Hold	1,212	–	–	0.01%	402
2025 Q1	$170K	Hold	1,212	–	–	0.01%	383
2024 Q4	$193K	Hold	1,212	–	–	0.01%	379
2024 Q3	$184K	Hold	1,212	–	–	0.02%	388
2024 Q2	$182K	Sell	1,212 -400	-25%	-$55.3K	0.02%	340
2024 Q1	$218K	Hold	1,612	–	–	0.02%	304
2023 Q4	$198K	Hold	1,612	–	–	0.02%	264
2023 Q3	$169K	Hold	1,612	–	–	0.02%	261
2023 Q2	$175K	Hold	1,612	–	–	0.03%	256
2023 Q1	$150K	Hold	1,612	–	–	0.02%	245
2022 Q4	$120K	Hold	1,612	–	–	0.03%	191
2022 Q3	$118K	Hold	1,612	–	–	0.03%	234
2022 Q2	$129K	Hold	1,612	–	–	0.02%	485
2022 Q1	$166K	Hold	1,612	–	–	0.03%	487
2021 Q4	$185K	Hold	1,612	–	–	0.02%	536
2021 Q3	$163K	Hold	1,612	–	–	0.02%	453
2021 Q2	$160K	Hold	1,612	–	–	0.03%	412
2021 Q1	$141K	Buy	1,612 +400	+33%	+$35K	0.03%	339
2020 Q4	$103K	Buy	+1,212	New	+$96.8K	0.03%	221

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sage Mountain Advisors's IYW Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,412 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #165.

Sage Mountain Advisors first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Sage Mountain Advisors held 1,412 shares of iShares US Technology ETF worth $356K as of Q2 2026.
Sage Mountain Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #165 holding.
Sage Mountain Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.