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SeaCrest Wealth Management’s iShares US Technology ETF IYW Stock Holding History

SeaCrest Wealth 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 		$2.81M Buy
11,159
+54
+0.5% +$12.4K 0.31% 58
2026
Q1 		$2.01M Buy
11,105
+209
+2% +$40.4K 0.22% 84
2025
Q4 		$2.21M Buy
10,896
+437
+4% +$87.4K 0.22% 83
2025
Q3 		$2.1M Buy
10,459
+617
+6% +$113K 0.22% 83
2025
Q2 		$1.71M Buy
9,842
+658
+7% +$99.7K 0.19% 106
2025
Q1 		$1.29M Buy
9,184
+234
+3% +$36.4K 0.15% 136
2024
Q4 		$1.43M Buy
8,950
+1,285
+17% +$203K 0.15% 127
2024
Q3 		$1.16M Buy
7,665
+964
+14% +$142K 0.13% 158
2024
Q2 		$1.01M Buy
6,701
+382
+6% +$52.8K 0.11% 175
2024
Q1 		$853K Buy
6,319
+560
+10% +$72.9K 0.1% 204
2023
Q4 		$677K Buy
5,759
+442
+8% +$50.1K 0.08% 246
2023
Q3 		$558K Sell
5,317
-1,216
-19% -$132K 0.07% 277
2023
Q2 		$711K Buy
6,533
+132
+2% +$13K 0.09% 232
2023
Q1 		$594K Sell
6,401
-231
-3% -$19.4K 0.08% 281
2022
Q4 		$494K Sell
6,632
-339
-5% -$25.9K 0.07% 328
2022
Q3 		$511K Buy
6,971
+140
+2% +$11.9K 0.08% 293
2022
Q2 		$546K Sell
6,831
-45
-0.7% -$3.98K 0.07% 295
2022
Q1 		$709K Buy
6,876
+494
+8% +$50.4K 0.08% 258
2021
Q4 		$733K Buy
6,382
+180
+3% +$20K 0.08% 245
2021
Q3 		$628K Buy
6,202
+93
+2% +$9.7K 0.08% 275
2021
Q2 		$607K Sell
6,109
-220
-3% -$20.5K 0.07% 292
2021
Q1 		$555K Buy
6,329
+1,961
+45% +$172K 0.07% 290
2020
Q4 		$372K Sell
4,368
-2,136
-33% -$171K 0.05% 364
2020
Q3 		$490K Sell
6,504
-436
-6% -$31.8K 0.08% 255
2020
Q2 		$468K Buy
+6,940
New +$419K 0.08% 259
2019
Q2 		– Sell
-2,780
Closed -$132K – 1193
2019
Q1 		$132K Hold
2,780
– – 0.02% 598
2018
Q4 		$111K Hold
2,780
– – 0.02% 626
2018
Q3 		$135K Buy
2,780
+540
+24% +$25.5K 0.02% 646
2018
Q2 		$100K Buy
2,240
+468
+26% +$20.7K 0.02% 722
2018
Q1 		$75K Sell
1,772
-1,000
-36% -$43.1K 0.01% 799
2017
Q4 		$113K Buy
+2,772
New +$111K 0.02% 673

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

SeaCrest Wealth Management's IYW Position: Q2 2026 in Review

SeaCrest Wealth Management increased its iShares US Technology ETF (IYW) stake by 0.49% in Q2 2026, buying an estimated $12.4K and bringing the position to 11,159 shares worth $2.81M. The position accounts for 0.31% of the portfolio, ranked #58.

SeaCrest Wealth Management first reported a position in IYW in Q4 2017 and has held it in 31 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • SeaCrest Wealth Management held 11,159 shares of iShares US Technology ETF worth $2.81M as of Q2 2026.
  • SeaCrest Wealth Management bought 54 iShares US Technology ETF shares in Q2 2026, an estimated $12.4K.
  • iShares US Technology ETF made up 0.31% of SeaCrest Wealth Management's portfolio in Q2 2026, its #58 holding.
  • SeaCrest Wealth Management first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 31 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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