Schnieders Capital Management’s iShares US Technology ETF IYW Stock Holding History

Schnieders Capital Management’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	$1.19M	Buy	4,712 +80	+2%	+$18.4K	0.16%	90
2026 Q1	$840K	Hold	4,632	–	–	0.13%	94
2025 Q4	$925K	Buy	4,632 +100	+2%	+$20K	0.14%	91
2025 Q3	$888K	Hold	4,532	–	–	0.16%	92
2025 Q2	$785K	Hold	4,532	–	–	0.14%	100
2025 Q1	$636K	Buy	4,532 +62	+1%	+$9.66K	0.14%	100
2024 Q4	$713K	Sell	4,470 -1,800	-29%	-$285K	0.14%	97
2024 Q3	$951K	Hold	6,270	–	–	0.18%	87
2024 Q2	$944K	Buy	6,270 +40	+0.6%	+$5.53K	0.19%	78
2024 Q1	$841K	Hold	6,230	–	–	0.17%	89
2023 Q4	$765K	Sell	6,230 -150	-2%	-$17K	0.17%	91
2023 Q3	$669K	Hold	6,380	–	–	0.15%	94
2023 Q2	$695K	Hold	6,380	–	–	0.15%	99
2023 Q1	$592K	Hold	6,380	–	–	0.13%	108
2022 Q4	$475K	Hold	6,380	–	–	0.11%	118
2022 Q3	$468K	Hold	6,380	–	–	0.12%	115
2022 Q2	$510K	Hold	6,380	–	–	0.15%	110
2022 Q1	$657K	Hold	6,380	–	–	0.16%	105
2021 Q4	$733K	Hold	6,380	–	–	0.17%	94
2021 Q3	$646K	Hold	6,380	–	–	0.17%	94
2021 Q2	$634K	Hold	6,380	–	–	0.17%	99
2021 Q1	$560K	Hold	6,380	–	–	0.17%	96
2020 Q4	$543K	Hold	6,380	–	–	0.18%	91
2020 Q3	$480K	Hold	6,380	–	–	0.18%	91
2020 Q2	$430K	Hold	6,380	–	–	0.17%	97
2020 Q1	$326K	Hold	6,380	–	–	0.16%	104
2019 Q4	$371K	Hold	6,380	–	–	0.13%	117
2019 Q3	$326K	Hold	6,380	–	–	0.13%	116
2019 Q2	$316K	Hold	6,380	–	–	0.12%	120
2019 Q1	$304K	Buy	+6,380	New	+$284K	0.13%	114

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

Schnieders Capital Management's IYW Position: Q2 2026 in Review

Schnieders Capital Management increased its iShares US Technology ETF (IYW) stake by 1.7% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,712 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #90.

Schnieders Capital Management first reported a position in IYW in Q1 2019 and has held it in 30 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Schnieders Capital Management held 4,712 shares of iShares US Technology ETF worth $1.19M as of Q2 2026.
Schnieders Capital Management bought 80 iShares US Technology ETF shares in Q2 2026, an estimated $18.4K.
iShares US Technology ETF made up 0.16% of Schnieders Capital Management's portfolio in Q2 2026, its #90 holding.
Schnieders Capital Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 30 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.