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Smith, Moore & Co’s iShares US Technology ETF IYW Stock Holding History

Smith, Moore & Co’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 		$656K Hold
2,600
– – 0.04% 304
2026
Q1 		$472K Sell
2,600
-150
-5% -$29K 0.03% 345
2025
Q4 		$549K Hold
2,750
– – 0.04% 305
2025
Q3 		$539K Buy
2,750
+150
+6% +$27.4K 0.04% 302
2025
Q2 		$451K Sell
2,600
-8
-0.3% -$1.21K 0.04% 315
2025
Q1 		$366K Buy
2,608
+498
+24% +$77.6K 0.03% 334
2024
Q4 		$337K Buy
2,110
+533
+34% +$84.3K 0.03% 349
2024
Q3 		$239K Sell
1,577
-33
-2% -$4.85K 0.02% 410
2024
Q2 		$242K Buy
1,610
+55
+4% +$7.6K 0.03% 389
2024
Q1 		$210K Buy
+1,555
New +$202K 0.02% 404

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 22.96% 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

Smith, Moore & Co's IYW Position: Q2 2026 in Review

Smith, Moore & Co held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,600 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #304.

Smith, Moore & Co first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Smith, Moore & Co held 2,600 shares of iShares US Technology ETF worth $656K as of Q2 2026.
  • Smith, Moore & Co left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #304 holding.
  • Smith, Moore & Co first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.