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Sigma Investment Counselors’s iShares US Technology ETF IYW Stock Holding History

Sigma Investment Counselors’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 		$269K Sell
1,066
-200
-16% -$45.9K 0.01% 190
2026
Q1 		$230K Hold
1,266
– – 0.01% 184
2025
Q4 		$253K Hold
1,266
– – 0.01% 185
2025
Q3 		$248K Sell
1,266
-24
-2% -$4.39K 0.01% 184
2025
Q2 		$224K Buy
+1,290
New +$196K 0.01% 191
2025
Q1 		– Sell
-1,593
Closed -$254K – 192
2024
Q4 		$254K Buy
1,593
+69
+5% +$10.9K 0.01% 177
2024
Q3 		$231K Buy
+1,524
New +$224K 0.01% 185

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 22.96% 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

Sigma Investment Counselors's IYW Position: Q2 2026 in Review

Sigma Investment Counselors reduced its iShares US Technology ETF (IYW) stake by 16% in Q2 2026, selling an estimated $45.9K and leaving 1,066 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #190.

Sigma Investment Counselors first reported a position in IYW in Q3 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sigma Investment Counselors held 1,066 shares of iShares US Technology ETF worth $269K as of Q2 2026.
  • Sigma Investment Counselors sold 200 iShares US Technology ETF shares in Q2 2026, an estimated $45.9K.
  • iShares US Technology ETF made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #190 holding.
  • Sigma Investment Counselors first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.