Sax Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Sax Wealth 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	$1.37M	Buy	7,525 +71	+1%	+$16.3K	0.06%	188
2026 Q1	$1.49M	Hold	7,454	–	–	0.07%	144
2025 Q4	$1.49M	Sell	7,454 -74	-1%	-$14.8K	0.07%	147
2025 Q3	$1.47M	Sell	7,528 -97	-1%	-$17.7K	0.08%	135
2025 Q2	$1.32M	Buy	7,625 +3,992	+110%	+$605K	0.08%	142
2025 Q1	$510K	Buy	3,633 +96	+3%	+$15K	0.04%	219
2024 Q4	$564K	Hold	3,537	–	–	0.04%	181
2024 Q3	$536K	Hold	3,537	–	–	0.05%	147
2024 Q2	$532K	Buy	+3,537	New	+$489K	0.05%	139

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

Sax Wealth Advisors's IYW Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares US Technology ETF (IYW) stake by 0.95% in Q2 2026, buying an estimated $16.3K and bringing the position to 7,525 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #188.

Sax Wealth Advisors first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Sax Wealth Advisors held 7,525 shares of iShares US Technology ETF worth $1.37M as of Q2 2026.
Sax Wealth Advisors bought 71 iShares US Technology ETF shares in Q2 2026, an estimated $16.3K.
iShares US Technology ETF made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Sax Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's iShares US Technology ETF position peaked at $1.49M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.