Seneca House Advisors’s iShares US Technology ETF IYW Stock Holding History

Seneca House 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	$330K	Hold	1,308	–	–	0.12%	82
2026 Q1	$237K	Hold	1,308	–	–	0.09%	90
2025 Q4	$261K	Hold	1,308	–	–	0.1%	88
2025 Q3	$256K	Hold	1,308	–	–	0.1%	83
2025 Q2	$227K	Buy	+1,308	New	+$198K	0.1%	80
2025 Q1	–	Sell	-1,308	Closed	-$209K	–	87
2024 Q4	$209K	Buy	+1,308	New	+$207K	0.08%	90

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

Seneca House Advisors's IYW Position: Q2 2026 in Review

Seneca House Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,308 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #82.

Seneca House Advisors first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Seneca House Advisors held 1,308 shares of iShares US Technology ETF worth $330K as of Q2 2026.
Seneca House Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.12% of Seneca House Advisors's portfolio in Q2 2026, its #82 holding.
Seneca House Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.