Smartleaf Asset Management’s iShares US Technology ETF IYW Stock Holding History

Smartleaf Asset Management’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	$1.16M	Hold	4,731	–	–	0.04%	386
2026 Q1	$821K	Sell	4,731 -1,294	-21%	-$250K	0.03%	443
2025 Q4	$1.21M	Sell	6,025 -19,404	-76%	-$3.88M	0.05%	342
2025 Q3	$4.96M	Sell	25,429 -5,850	-19%	-$1.07M	0.31%	62
2025 Q2	$5.37M	Buy	31,279 +8,552	+38%	+$1.3M	0.47%	44
2025 Q1	$3.2M	Buy	22,727 +2,179	+11%	+$339K	0.31%	65
2024 Q4	$3.31M	Buy	20,548 +4,136	+25%	+$654K	0.34%	58
2024 Q3	$2.48M	Buy	+16,412	New	+$2.41M	0.3%	77

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

Smartleaf Asset Management's IYW Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 4,731 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #386.

Smartleaf Asset Management first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.37M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Smartleaf Asset Management held 4,731 shares of iShares US Technology ETF worth $1.16M as of Q2 2026.
Smartleaf Asset Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #386 holding.
Smartleaf Asset Management first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's iShares US Technology ETF position peaked at $5.37M in Q2 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.