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Saxon Interests’s iShares US Technology ETF IYW Stock Holding History

Saxon Interests’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 		$1.75M Sell
6,935
-266
-4% -$61.1K 0.48% 45
2026
Q1 		$1.31M Buy
7,201
+42
+0.6% +$8.12K 0.45% 50
2025
Q4 		$1.43M Sell
7,159
-380
-5% -$76K 0.5% 54
2025
Q3 		$1.37M Sell
7,539
-5
-0.1% -$915 0.54% 49
2025
Q2 		$1.06M Hold
7,544
– – 0.5% 50
2025
Q1 		$1.06M Buy
7,544
+488
+7% +$76K 0.5% 50
2024
Q4 		$1.13M Buy
7,056
+860
+14% +$136K 0.5% 50
2024
Q3 		$939K Buy
6,196
+1,264
+26% +$186K 0.43% 61
2024
Q2 		$742K Buy
4,932
+2
+0% +$276 0.35% 73
2024
Q1 		$666K Buy
4,930
+1,198
+32% +$156K 0.32% 81
2023
Q4 		$458K Buy
+3,732
New +$423K 0.23% 106
2023
Q3 		– Sell
-4,061
Closed -$442K – 134
2023
Q2 		$442K Sell
4,061
-144
-3% -$14.1K 0.24% 105
2023
Q1 		$390K Sell
4,205
-464
-10% -$38.9K 0.22% 114
2022
Q4 		$352K Buy
4,669
+1,390
+42% +$106K 0.2% 114
2022
Q3 		$258K Buy
3,279
+592
+22% +$50.2K 0.16% 126
2022
Q2 		$215K Buy
2,687
+5
+0.2% +$443 0.13% 138
2022
Q1 		$276K Buy
2,682
+2
+0.1% +$204 0.15% 118
2021
Q4 		$295K Buy
+2,680
New +$298K 0.17% 95

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

Saxon Interests's IYW Position: Q2 2026 in Review

Saxon Interests reduced its iShares US Technology ETF (IYW) stake by 3.7% in Q2 2026, selling an estimated $61.1K and leaving 6,935 shares worth $1.75M. The position accounts for 0.48% of the portfolio, ranked #45.

Saxon Interests first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Saxon Interests held 6,935 shares of iShares US Technology ETF worth $1.75M as of Q2 2026.
  • Saxon Interests sold 266 iShares US Technology ETF shares in Q2 2026, an estimated $61.1K.
  • iShares US Technology ETF made up 0.48% of Saxon Interests's portfolio in Q2 2026, its #45 holding.
  • Saxon Interests first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.