Sierra Summit Advisors’s iShares US Technology ETF IYW Stock Holding History

Sierra Summit 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	$1.21M	Sell	4,812 -549	-10%	-$126K	0.14%	107
2026 Q1	$973K	Buy	5,361 +549	+11%	+$106K	0.14%	107
2025 Q4	$961K	Hold	4,812	–	–	0.15%	92
2025 Q3	$942K	Hold	4,812	–	–	0.14%	98
2025 Q2	$834K	Hold	4,812	–	–	0.15%	97
2025 Q1	$676K	Hold	4,812	–	–	0.15%	103
2024 Q4	$768K	Hold	4,812	–	–	0.15%	79
2024 Q3	$730K	Hold	4,812	–	–	0.17%	80
2024 Q2	$724K	Hold	4,812	–	–	0.18%	68
2024 Q1	$650K	Hold	4,812	–	–	0.18%	63
2023 Q4	$591K	Buy	+4,812	New	+$545K	0.17%	76

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

Sierra Summit Advisors's IYW Position: Q2 2026 in Review

Sierra Summit Advisors reduced its iShares US Technology ETF (IYW) stake by 10% in Q2 2026, selling an estimated $126K and leaving 4,812 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #107.

Sierra Summit Advisors first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Sierra Summit Advisors held 4,812 shares of iShares US Technology ETF worth $1.21M as of Q2 2026.
Sierra Summit Advisors sold 549 iShares US Technology ETF shares in Q2 2026, an estimated $126K.
iShares US Technology ETF made up 0.14% of Sierra Summit Advisors's portfolio in Q2 2026, its #107 holding.
Sierra Summit Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.