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

SoFi 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	$42K	Sell	167 -113	-40%	-$26K	﹤0.01%	38
2026 Q1	$50.8K	Buy	280 +3	+1%	+$580	﹤0.01%	37
2025 Q4	$55.2K	Sell	277 -99,733	-100%	-$19.9M	﹤0.01%	38
2025 Q3	$19.6M	Sell	100,010 -320,010	-76%	-$58.5M	1.05%	17
2025 Q2	$72.8M	Buy	420,020 +14,764	+4%	+$2.24M	4.45%	7
2025 Q1	$56.9M	Buy	405,256 +396,953	+4,781%	+$61.8M	4.28%	9
2024 Q4	$1.32M	Buy	+8,303	New	+$1.31M	0.09%	16

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

SoFi Wealth's IYW Position: Q2 2026 in Review

SoFi Wealth reduced its iShares US Technology ETF (IYW) stake by 40% in Q2 2026, selling an estimated $26K and leaving 167 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #38.

SoFi Wealth first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.8M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

SoFi Wealth held 167 shares of iShares US Technology ETF worth $42K as of Q2 2026.
SoFi Wealth sold 113 iShares US Technology ETF shares in Q2 2026, an estimated $26K.
iShares US Technology ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #38 holding.
SoFi Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
SoFi Wealth's iShares US Technology ETF position peaked at $72.8M in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.