Simplex Trading
IYW icon

Simplex Trading’s iShares US Technology ETF IYW Stock Holding History

Simplex Trading’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 		$202K Sell
800
-1,638
-67% -$376K ﹤0.01% 4707
2026
Q1 		$442K Buy
+2,438
New +$471K ﹤0.01% 3413
2025
Q4 		– Sell
-10,488
Closed -$2.05M – 9293
2025
Q3 		$2.05M Buy
+10,488
New +$1.92M ﹤0.01% 2301
2024
Q2 		– Sell
-2,593
Closed -$350K – 9296
2024
Q1 		$350K Buy
2,593
+348
+16% +$45.3K ﹤0.01% 4223
2023
Q4 		$275K Buy
+2,245
New +$254K ﹤0.01% 4322
2023
Q3 		– Sell
-1,785
Closed -$194K – 9215
2023
Q2 		$194K Buy
+1,785
New +$175K ﹤0.01% 4321
2022
Q3 		– Sell
-766
Closed -$61K – 10385
2022
Q2 		$61K Sell
766
-5,521
-88% -$489K ﹤0.01% 6230
2022
Q1 		$647K Buy
6,287
+1,752
+39% +$179K ﹤0.01% 3498
2021
Q4 		$520K Sell
4,535
-2,606
-36% -$289K ﹤0.01% 3733
2021
Q3 		$710K Hold
7,141
– – ﹤0.01% 3581
2021
Q2 		$709K Buy
+7,141
New +$666K ﹤0.01% 3634
2020
Q4 		– Sell
-8,040
Closed -$605K – 8696
2020
Q3 		$605K Buy
8,040
+6,032
+300% +$440K ﹤0.01% 2776
2020
Q2 		$135K Buy
+2,008
New +$121K ﹤0.01% 4457
2019
Q3 		– Sell
-5,292
Closed -$261K – 7553
2019
Q2 		$261K Buy
+5,292
New +$259K ﹤0.01% 3205
2019
Q1 		– Sell
-800
Closed -$31K – 7455
2018
Q4 		$31K Sell
800
-9,224
-92% -$399K ﹤0.01% 4977
2018
Q3 		$486K Buy
10,024
+3,436
+52% +$162K ﹤0.01% 2658
2018
Q2 		$293K Buy
6,588
+3,596
+120% +$159K ﹤0.01% 3037
2018
Q1 		$125K Buy
+2,992
New +$129K 0.01% 1618
2016
Q2 		– Sell
-224
Closed -$6K – 6115
2016
Q1 		$6K Buy
+224
New +$5.66K ﹤0.01% 3927

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 22.9% 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

Simplex Trading's IYW Position: Q2 2026 in Review

Simplex Trading reduced its iShares US Technology ETF (IYW) stake by 67% in Q2 2026, selling an estimated $376K and leaving 800 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #4707.

Simplex Trading first reported a position in IYW in Q1 2016 and has held it in 19 quarters since. The position peaked at $2.05M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Simplex Trading held 800 shares of iShares US Technology ETF worth $202K as of Q2 2026.
  • Simplex Trading sold 1,638 iShares US Technology ETF shares in Q2 2026, an estimated $376K.
  • iShares US Technology ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4707 holding.
  • Simplex Trading first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 19 quarters since.
  • Simplex Trading's iShares US Technology ETF position peaked at $2.05M in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.