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

Shepherd 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	$765K	Sell	3,032 -15,925	-84%	-$3.66M	0.06%	139
2026 Q1	$3.44M	Sell	18,957 -17,253	-48%	-$3.33M	0.33%	58
2025 Q4	$7.23M	Buy	36,210 +3,407	+10%	+$681K	0.67%	36
2025 Q3	$6.42M	Sell	32,803 -57,973	-64%	-$10.6M	0.61%	39
2025 Q2	$15.7M	Buy	90,776 +2,536	+3%	+$384K	1.66%	15
2025 Q1	$12.4M	Buy	+88,240	New	+$13.7M	1.45%	17

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

Shepherd Financial Partners's IYW Position: Q2 2026 in Review

Shepherd Financial Partners reduced its iShares US Technology ETF (IYW) stake by 84% in Q2 2026, selling an estimated $3.66M and leaving 3,032 shares worth $765K. The position accounts for 0.06% of the portfolio, ranked #139.

Shepherd Financial Partners first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Shepherd Financial Partners held 3,032 shares of iShares US Technology ETF worth $765K as of Q2 2026.
Shepherd Financial Partners sold 15,925 iShares US Technology ETF shares in Q2 2026, an estimated $3.66M.
iShares US Technology ETF made up 0.06% of Shepherd Financial Partners's portfolio in Q2 2026, its #139 holding.
Shepherd Financial Partners first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
Shepherd Financial Partners's iShares US Technology ETF position peaked at $15.7M in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.