Signature Estate & Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Signature Estate & Investment 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	$1.22M	Buy	4,829 +336	+7%	+$77.2K	0.02%	236
2026 Q1	$815K	Buy	4,493 +813	+22%	+$157K	0.02%	307
2025 Q4	$735K	Sell	3,680 -3,103	-46%	-$621K	0.01%	309
2025 Q3	$1.33M	Buy	6,783 +3,348	+97%	+$612K	0.03%	206
2025 Q2	$595K	Buy	3,435 +817	+31%	+$124K	0.01%	331
2025 Q1	$368K	Buy	2,618 +1,319	+102%	+$205K	0.01%	398
2024 Q4	$207K	Buy	+1,299	New	+$206K	0.01%	505

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

Signature Estate & Investment Advisors's IYW Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares US Technology ETF (IYW) stake by 7.5% in Q2 2026, buying an estimated $77.2K and bringing the position to 4,829 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #236.

Signature Estate & Investment Advisors first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Signature Estate & Investment Advisors held 4,829 shares of iShares US Technology ETF worth $1.22M as of Q2 2026.
Signature Estate & Investment Advisors bought 336 iShares US Technology ETF shares in Q2 2026, an estimated $77.2K.
iShares US Technology ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #236 holding.
Signature Estate & Investment Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's iShares US Technology ETF position peaked at $1.33M in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.