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Savant Capital’s iShares US Technology ETF IYW Stock Holding History

Savant Capital’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 		$3.36M Buy
13,333
+508
+4% +$117K 0.01% 492
2026
Q1 		$2.33M Sell
12,825
-502
-4% -$97K 0.01% 391
2025
Q4 		$2.66M Buy
13,327
+615
+5% +$123K 0.02% 357
2025
Q3 		$2.49M Buy
12,712
+119
+0.9% +$21.8K 0.02% 352
2025
Q2 		$2.18M Buy
12,593
+220
+2% +$33.3K 0.02% 347
2025
Q1 		$1.74M Sell
12,373
-776
-6% -$121K 0.01% 355
2024
Q4 		$2.1M Buy
13,149
+8,224
+167% +$1.3M 0.02% 431
2024
Q3 		$747K Buy
4,925
+529
+12% +$77.8K 0.01% 740
2024
Q2 		$662K Buy
4,396
+30
+0.7% +$4.15K 0.01% 704
2024
Q1 		$590K Sell
4,366
-47
-1% -$6.12K 0.01% 682
2023
Q4 		$542K Buy
4,413
+49
+1% +$5.55K 0.01% 545
2023
Q3 		$458K Buy
4,364
+17
+0.4% +$1.85K 0.01% 540
2023
Q2 		$473K Buy
4,347
+19
+0.4% +$1.87K 0.01% 523
2023
Q1 		$402K Buy
4,328
+139
+3% +$11.7K 0.01% 517
2022
Q4 		$312K Buy
+4,189
New +$320K 0.01% 455
2015
Q3 		– Sell
-11,220
Closed -$294K – 214
2015
Q2 		$294K Sell
11,220
-3,180
-22% -$85.8K 0.1% 162
2015
Q1 		$378K Buy
14,400
+4,880
+51% +$128K 0.13% 129
2014
Q4 		$248K Sell
9,520
-2,360
-20% -$60.2K 0.09% 182
2014
Q3 		$299K Buy
+11,880
New +$297K 0.13% 137

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

Savant Capital's IYW Position: Q2 2026 in Review

Savant Capital increased its iShares US Technology ETF (IYW) stake by 4% in Q2 2026, buying an estimated $117K and bringing the position to 13,333 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #492.

Savant Capital first reported a position in IYW in Q3 2014 and has held it in 19 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Savant Capital held 13,333 shares of iShares US Technology ETF worth $3.36M as of Q2 2026.
  • Savant Capital bought 508 iShares US Technology ETF shares in Q2 2026, an estimated $117K.
  • iShares US Technology ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #492 holding.
  • Savant Capital first reported a position in iShares US Technology ETF in Q3 2014 and has held it in 19 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.