SHJ
IYW icon

Sharkey, Howes & Javer’s iShares US Technology ETF IYW Stock Holding History

Sharkey, Howes & Javer’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 		$2M Sell
7,941
-16
-0.2% -$3.67K 0.24% 56
2026
Q1 		$1.44M Sell
7,957
-713
-8% -$138K 0.19% 69
2025
Q4 		$1.73M Buy
8,670
+100
+1% +$20K 0.22% 65
2025
Q3 		$1.68M Sell
8,570
-50,759
-86% -$9.29M 0.22% 63
2025
Q2 		$10.3M Sell
59,329
-7,485
-11% -$1.13M 1.38% 18
2025
Q1 		$9.38M Buy
66,814
+4,769
+8% +$743K 1.34% 18
2024
Q4 		$9.9M Sell
62,045
-510
-0.8% -$80.7K 1.39% 17
2024
Q3 		$9.48M Sell
62,555
-5,992
-9% -$881K 1.35% 17
2024
Q2 		$10.3M Buy
68,547
+1,698
+3% +$235K 1.67% 13
2024
Q1 		$9.03M Sell
66,849
-4,077
-6% -$531K 1.48% 16
2023
Q4 		$8.71M Buy
70,926
+20,828
+42% +$2.36M 1.54% 14
2023
Q3 		$5.26M Sell
50,098
-49,728
-50% -$5.41M 1.01% 24
2023
Q2 		$10.9M Buy
99,826
+11,040
+12% +$1.08M 2.06% 12
2023
Q1 		$8.24M Buy
88,786
+17,085
+24% +$1.43M 1.77% 13
2022
Q4 		$5.34M Buy
+71,701
New +$5.49M 1.23% 17

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

Sharkey, Howes & Javer's IYW Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares US Technology ETF (IYW) stake by 0.2% in Q2 2026, selling an estimated $3.67K and leaving 7,941 shares worth $2M. The position accounts for 0.24% of the portfolio, ranked #56.

Sharkey, Howes & Javer first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q2 2023. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sharkey, Howes & Javer held 7,941 shares of iShares US Technology ETF worth $2M as of Q2 2026.
  • Sharkey, Howes & Javer sold 16 iShares US Technology ETF shares in Q2 2026, an estimated $3.67K.
  • iShares US Technology ETF made up 0.24% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #56 holding.
  • Sharkey, Howes & Javer first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Sharkey, Howes & Javer's iShares US Technology ETF position peaked at $10.9M in Q2 2023.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.