Simplicity Wealth’s iShares US Technology ETF IYW Stock Holding History

Simplicity 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	$272K	Buy	+1,080	New	+$248K	0.01%	874
2026 Q1	–	Sell	-1,546	Closed	-$309K	–	776
2025 Q4	$309K	Sell	1,546 -548	-26%	-$110K	0.02%	548
2025 Q3	$410K	Sell	2,094 -21,750	-91%	-$3.98M	0.02%	491
2025 Q2	$4.13M	Buy	23,844 +10,854	+84%	+$1.65M	0.17%	134
2025 Q1	$1.82M	Buy	+12,990	New	+$2.02M	0.14%	161
2024 Q4	–	Sell	-14,538	Closed	-$2.2M	–	442
2024 Q3	$2.2M	Sell	14,538 -57,384	-80%	-$8.44M	0.2%	103
2024 Q2	$10.8M	Sell	71,922 -11,398	-14%	-$1.58M	0.24%	82
2024 Q1	$11.3M	Buy	83,320 +71,147	+584%	+$9.26M	0.27%	74
2023 Q4	$1.49M	Buy	12,173 +5,587	+85%	+$633K	0.58%	33
2023 Q3	$691K	Sell	6,586 -4,321	-40%	-$470K	0.4%	37
2023 Q2	$1.19M	Buy	10,907 +628	+6%	+$61.7K	0.74%	26
2023 Q1	$954K	Buy	10,279 +4,972	+94%	+$417K	0.63%	30
2022 Q4	$395K	Buy	+5,307	New	+$406K	0.35%	40

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

Simplicity Wealth's IYW Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,080 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in IYW as recently as Q4 2025.

Simplicity Wealth first reported a position in IYW in Q4 2022 and has held it in 13 quarters since. The position peaked at $11.3M in Q1 2024. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Simplicity Wealth held 1,080 shares of iShares US Technology ETF worth $272K as of Q2 2026.
iShares US Technology ETF was a new Simplicity Wealth position in Q2 2026.
iShares US Technology ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #874 holding.
Simplicity Wealth first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 13 quarters since.
Simplicity Wealth's iShares US Technology ETF position peaked at $11.3M in Q1 2024.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.