Sanctuary Advisors’s iShares US Technology ETF IYW Stock Holding History

Sanctuary 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	$61M	Buy	241,829 +10,350	+4%	+$2.38M	0.28%	72
2026 Q1	$42M	Buy	231,479 +22,151	+11%	+$4.28M	0.23%	83
2025 Q4	$41.8M	Buy	209,328 +6,533	+3%	+$1.31M	0.23%	81
2025 Q3	$39.7M	Sell	202,795 -154,165	-43%	-$28.2M	0.23%	84
2025 Q2	$61.9M	Buy	356,960 +22,958	+7%	+$3.48M	0.38%	46
2025 Q1	$46.9M	Sell	334,002 -121	-0%	-$18.8K	0.33%	56
2024 Q4	$53.6M	Buy	334,123 +28,648	+9%	+$4.53M	0.34%	53
2024 Q3	$48.6M	Sell	305,475 -75,987	-20%	-$11.2M	0.31%	59
2024 Q2	$50M	Buy	+381,462	New	+$52.7M	0.36%	49

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

Sanctuary Advisors's IYW Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Technology ETF (IYW) stake by 4.5% in Q2 2026, buying an estimated $2.38M and bringing the position to 241,829 shares worth $61M. The position accounts for 0.28% of the portfolio, ranked #72.

Sanctuary Advisors first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.9M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Sanctuary Advisors held 241,829 shares of iShares US Technology ETF worth $61M as of Q2 2026.
Sanctuary Advisors bought 10,350 iShares US Technology ETF shares in Q2 2026, an estimated $2.38M.
iShares US Technology ETF made up 0.28% of Sanctuary Advisors's portfolio in Q2 2026, its #72 holding.
Sanctuary Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares US Technology ETF position peaked at $61.9M in Q2 2025.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.