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Sound View Wealth Advisors Group’s iShares US Technology ETF IYW Stock Holding History

Sound View Wealth Advisors Group’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 		$232K Buy
+921
New +$212K 0.01% 405
2025
Q3 		– Sell
-1,304
Closed -$226K – 431
2025
Q2 		$226K Buy
+1,304
New +$198K 0.02% 385

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

Sound View Wealth Advisors Group's IYW Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 921 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Sound View Wealth Advisors Group previously reported a position in IYW as recently as Q2 2025.

Sound View Wealth Advisors Group first reported a position in IYW in Q2 2025 and has held it in 2 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sound View Wealth Advisors Group held 921 shares of iShares US Technology ETF worth $232K as of Q2 2026.
  • iShares US Technology ETF was a new Sound View Wealth Advisors Group position in Q2 2026.
  • iShares US Technology ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #405 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.