Signal Advisors Wealth’s iShares US Technology ETF IYW Stock Holding History

Signal Advisors Wealth’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	$648K	Sell	2,569 -37	-1%	-$8.5K	0.03%	363
2026 Q1	$473K	Sell	2,606 -95	-4%	-$18.4K	0.03%	376
2025 Q4	$539K	Sell	2,701 -1,644	-38%	-$329K	0.04%	293
2025 Q3	$851K	Sell	4,345 -948	-18%	-$173K	0.08%	183
2025 Q2	$917K	Sell	5,293 -355	-6%	-$53.8K	0.07%	219
2025 Q1	$793K	Sell	5,648 -656	-10%	-$102K	0.08%	217
2024 Q4	$1.01M	Sell	6,304 -4,029	-39%	-$638K	0.11%	182
2024 Q3	$1.57M	Buy	+10,333	New	+$1.52M	0.22%	109
2024 Q2	–	Sell	-12,828	Closed	-$1.73M	–	191
2024 Q1	$1.73M	Buy	12,828 +1,498	+13%	+$195K	0.43%	65
2023 Q4	$1.39M	Buy	+11,330	New	+$1.28M	0.48%	60

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

Signal Advisors Wealth's IYW Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, selling an estimated $8.5K and leaving 2,569 shares worth $648K. The position accounts for 0.03% of the portfolio, ranked #363.

Signal Advisors Wealth first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Signal Advisors Wealth held 2,569 shares of iShares US Technology ETF worth $648K as of Q2 2026.
Signal Advisors Wealth sold 37 iShares US Technology ETF shares in Q2 2026, an estimated $8.5K.
iShares US Technology ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #363 holding.
Signal Advisors Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares US Technology ETF position peaked at $1.73M in Q1 2024.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.