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Sound Income Strategies’s iShares US Technology ETF IYW Stock Holding History

Sound Income Strategies’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 		$539K Buy
2,136
+433
+25% +$99.5K 0.02% 282
2026
Q1 		$314K Sell
1,703
-18
-1% -$3.48K 0.02% 316
2025
Q4 		$344K Sell
1,721
-423
-20% -$84.6K 0.02% 308
2025
Q3 		$430K Buy
2,144
+165
+8% +$30.2K 0.02% 204
2025
Q2 		$343K Sell
1,979
-775
-28% -$117K 0.02% 216
2025
Q1 		$387K Sell
2,754
-279
-9% -$43.5K 0.02% 206
2024
Q4 		$484K Buy
3,033
+281
+10% +$44.5K 0.03% 168
2024
Q3 		$417K Buy
2,752
+94
+4% +$13.8K 0.03% 171
2024
Q2 		$400K Sell
2,658
-139
-5% -$19.2K 0.03% 170
2024
Q1 		$378K Buy
2,797
+982
+54% +$128K 0.03% 169
2023
Q4 		$223K Buy
1,815
+1,744
+2,456% +$198K 0.02% 185
2023
Q3 		$7.45K Buy
+71
New +$7.72K ﹤0.01% 657

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sound Income Strategies's IYW Position: Q2 2026 in Review

Sound Income Strategies increased its iShares US Technology ETF (IYW) stake by 25% in Q2 2026, buying an estimated $99.5K and bringing the position to 2,136 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #282.

Sound Income Strategies first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. 1,073 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sound Income Strategies held 2,136 shares of iShares US Technology ETF worth $539K as of Q2 2026.
  • Sound Income Strategies bought 433 iShares US Technology ETF shares in Q2 2026, an estimated $99.5K.
  • iShares US Technology ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #282 holding.
  • Sound Income Strategies first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.