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Sequoia Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Sequoia Financial 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 		$1.11M Hold
4,418
– – 0.01% 895
2026
Q1 		$801K Sell
4,418
-77
-2% -$14.9K ﹤0.01% 997
2025
Q4 		$897K Buy
4,495
+36
+0.8% +$7.2K 0.01% 944
2025
Q3 		$873K Sell
4,459
-186
-4% -$34K 0.01% 843
2025
Q2 		$805K Buy
4,645
+361
+8% +$54.7K 0.01% 781
2025
Q1 		$602K Sell
4,284
-390
-8% -$60.7K ﹤0.01% 783
2024
Q4 		$746K Buy
4,674
+1,255
+37% +$199K 0.01% 673
2024
Q3 		$518K Sell
3,419
-399
-10% -$58.7K 0.01% 732
2024
Q2 		$575K Sell
3,818
-21
-0.5% -$2.9K 0.01% 644
2024
Q1 		$519K Buy
3,839
+169
+5% +$22K 0.01% 676
2023
Q4 		$450K Buy
3,670
+3
+0.1% +$340 0.01% 768
2023
Q3 		$385K Buy
3,667
+1,066
+41% +$116K 0.01% 598
2023
Q2 		$283K Buy
+2,601
New +$255K ﹤0.01% 723
2022
Q2 		– Sell
-5,659
Closed -$583K – 640
2022
Q1 		$583K Buy
5,659
+247
+5% +$25.2K 0.01% 324
2021
Q4 		$621K Buy
+5,412
New +$601K 0.02% 292
2021
Q3 		– Sell
-5,972
Closed -$594K – 356
2021
Q2 		$594K Buy
5,972
+1
+0% +$93 0.02% 254
2021
Q1 		$524K Sell
5,971
-80
-1% -$7.01K 0.02% 254
2020
Q4 		$515K Sell
6,051
-1
-0% -$80 0.02% 243
2020
Q3 		$455K Buy
+6,052
New +$442K 0.02% 238

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 22.9% 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

Sequoia Financial Advisors's IYW Position: Q2 2026 in Review

Sequoia Financial Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 4,418 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #895.

Sequoia Financial Advisors first reported a position in IYW in Q3 2020 and has held it in 19 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sequoia Financial Advisors held 4,418 shares of iShares US Technology ETF worth $1.11M as of Q2 2026.
  • Sequoia Financial Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #895 holding.
  • Sequoia Financial Advisors first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 19 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.