Savvy Advisors Inc’s iShares US Technology ETF IYW Stock Holding History

Savvy Advisors Inc’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	$1.37M	Buy	5,426 +2,616	+93%	+$601K	0.03%	429
2026 Q1	$510K	Sell	2,810 -78	-3%	-$15.1K	0.01%	665
2025 Q4	$577K	Sell	2,888 -435	-13%	-$87K	0.02%	522
2025 Q3	$651K	Sell	3,323 -234	-7%	-$42.8K	0.03%	371
2025 Q2	$616K	Sell	3,557 -682	-16%	-$103K	0.04%	316
2025 Q1	$595K	Buy	4,239 +2,519	+146%	+$392K	0.06%	261
2024 Q4	$274K	Buy	1,720 +112	+7%	+$17.7K	0.03%	360
2024 Q3	$244K	Sell	1,608 -1,350	-46%	-$199K	0.05%	298
2024 Q2	$445K	Buy	+2,958	New	+$409K	0.15%	159

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 22.9% 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

Savvy Advisors Inc's IYW Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares US Technology ETF (IYW) stake by 93% in Q2 2026, buying an estimated $601K and bringing the position to 5,426 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #429.

Savvy Advisors Inc first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Savvy Advisors Inc held 5,426 shares of iShares US Technology ETF worth $1.37M as of Q2 2026.
Savvy Advisors Inc bought 2,616 iShares US Technology ETF shares in Q2 2026, an estimated $601K.
iShares US Technology ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #429 holding.
Savvy Advisors Inc first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.