Second Half Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Second Half Financial Partners’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	$3.77M	Buy	14,955 +100	+0.7%	+$23K	1.55%	9
2026 Q1	$2.69M	Hold	14,855	–	–	1.21%	12
2025 Q4	$2.97M	Hold	14,855	–	–	1.32%	12
2025 Q3	$2.91M	Sell	14,855 -962	-6%	-$176K	1.28%	12
2025 Q2	$2.74M	Buy	15,817 +1,352	+9%	+$205K	1.29%	12
2025 Q1	$2.03M	Sell	14,465 -288	-2%	-$44.9K	1.01%	17
2024 Q4	$2.35M	Buy	+14,753	New	+$2.33M	1.15%	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

Second Half Financial Partners's IYW Position: Q2 2026 in Review

Second Half Financial Partners increased its iShares US Technology ETF (IYW) stake by 0.67% in Q2 2026, buying an estimated $23K and bringing the position to 14,955 shares worth $3.77M. The position accounts for 1.55% of the portfolio, ranked #9.

Second Half Financial Partners first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Second Half Financial Partners held 14,955 shares of iShares US Technology ETF worth $3.77M as of Q2 2026.
Second Half Financial Partners bought 100 iShares US Technology ETF shares in Q2 2026, an estimated $23K.
iShares US Technology ETF made up 1.55% of Second Half Financial Partners's portfolio in Q2 2026, its #9 holding.
Second Half Financial Partners first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.