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

Scarborough 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	$640K	Sell	2,610 -3	-0.1%	-$689	0.07%	88
2026 Q1	$474K	Buy	+2,613	New	+$505K	0.05%	105
2025 Q2	–	Sell	-65,711	Closed	-$9.23M	–	482
2025 Q1	$9.23M	Buy	65,711 +2,307	+4%	+$359K	1.31%	27
2024 Q4	$10.1M	Sell	63,404 -2,663	-4%	-$421K	1.43%	21
2024 Q3	$10M	Buy	+66,067	New	+$9.72M	1.62%	18
2024 Q1	–	Sell	-68,412	Closed	-$8.4M	–	561
2023 Q4	$8.4M	Buy	68,412 +23,299	+52%	+$2.64M	1.73%	16
2023 Q3	$4.73M	Sell	45,113 -55,639	-55%	-$6.05M	1.15%	24
2023 Q2	$11M	Buy	100,752 +12,947	+15%	+$1.27M	2.62%	9
2023 Q1	$8.15M	Buy	87,805 +13,293	+18%	+$1.12M	2.05%	14
2022 Q4	$5.55M	Buy	+74,512	New	+$5.7M	1.49%	20

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

Scarborough Advisors's IYW Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares US Technology ETF (IYW) stake by 0.11% in Q2 2026, selling an estimated $689 and leaving 2,610 shares worth $640K. The position accounts for 0.07% of the portfolio, ranked #88.

Scarborough Advisors first reported a position in IYW in Q4 2022 and has held it in 10 quarters since. The position peaked at $11M in Q2 2023. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Scarborough Advisors held 2,610 shares of iShares US Technology ETF worth $640K as of Q2 2026.
Scarborough Advisors sold 3 iShares US Technology ETF shares in Q2 2026, an estimated $689.
iShares US Technology ETF made up 0.07% of Scarborough Advisors's portfolio in Q2 2026, its #88 holding.
Scarborough Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 10 quarters since.
Scarborough Advisors's iShares US Technology ETF position peaked at $11M in Q2 2023.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.