SIMA Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

SIMA Wealth Partners’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	$214K	Hold	850	–	–	0.15%	48
2026 Q1	$154K	Sell	850 -50	-6%	-$9.66K	0.12%	51
2025 Q4	$180K	Hold	900	–	–	0.14%	50
2025 Q3	$176K	Hold	900	–	–	0.13%	49
2025 Q2	$156K	Hold	900	–	–	0.13%	54
2025 Q1	$126K	Hold	900	–	–	0.1%	59
2024 Q4	$144K	Hold	900	–	–	0.12%	56
2024 Q3	$136K	Hold	900	–	–	0.12%	57
2024 Q2	$135K	Buy	+900	New	+$124K	0.13%	55

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

SIMA Wealth Partners's IYW Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 850 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #48.

SIMA Wealth Partners first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

SIMA Wealth Partners held 850 shares of iShares US Technology ETF worth $214K as of Q2 2026.
SIMA Wealth Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.15% of SIMA Wealth Partners's portfolio in Q2 2026, its #48 holding.
SIMA Wealth Partners first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.