Sherman Porfolios’s iShares US Technology ETF IYW Stock Holding History

Sherman Porfolios’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	–	Sell	-1,587	Closed	-$288K	–	98
2026 Q1	$288K	Sell	1,587 -88,522	-98%	-$17.1M	0.02%	89
2025 Q4	$18M	Sell	90,109 -46,325	-34%	-$9.27M	1.23%	18
2025 Q3	$26.7M	Sell	136,434 -208	-0.2%	-$38.1K	9.54%	2
2025 Q2	$23.7M	Buy	+136,642	New	+$20.7M	9.32%	5
2024 Q4	$2.92M	Buy	+18,307	New	+$2.9M	1.27%	13

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

Sherman Porfolios's IYW Position: Q2 2026 in Review

Sherman Porfolios sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 1,587 shares — an estimated $288K sold.

Sherman Porfolios first reported a position in IYW in Q4 2024 and held it in 5 quarters. The position peaked at $26.7M in Q3 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Sherman Porfolios reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Sherman Porfolios sold 1,587 iShares US Technology ETF shares in Q2 2026, an estimated $288K.
Sherman Porfolios first reported a position in iShares US Technology ETF in Q4 2024 and held it in 5 quarters.
Sherman Porfolios's iShares US Technology ETF position peaked at $26.7M in Q3 2025.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.