Soundwatch Capital’s iShares US Technology ETF IYW Stock Holding History

Soundwatch Capital’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	$348K	Hold	1,378	–	–	0.04%	37
2026 Q1	$250K	Sell	1,378 -480	-26%	-$92.8K	0.03%	40
2025 Q4	$371K	Buy	1,858 +171	+10%	+$34.2K	0.06%	31
2025 Q3	$330K	Buy	+1,687	New	+$309K	0.05%	28
2025 Q1	–	Sell	-1,593	Closed	-$254K	–	34
2024 Q4	$254K	Buy	1,593 +242	+18%	+$38.3K	0.03%	33
2024 Q3	$205K	Buy	+1,351	New	+$199K	0.03%	34
2023 Q4	–	Sell	-3,990	Closed	-$419K	–	36
2023 Q3	$419K	Sell	3,990 -8,476	-68%	-$922K	0.09%	18
2023 Q2	$409K	Buy	12,466 +9,820	+371%	+$964K	0.1%	19
2023 Q1	$246K	Buy	+2,646	New	+$222K	0.06%	20
2022 Q1	–	Sell	-3,678	Closed	-$422K	–	22
2021 Q4	$422K	Hold	3,678	–	–	0.09%	20
2021 Q3	$372K	Buy	+3,678	New	+$384K	0.04%	20
2021 Q2	–	Sell	-2,585	Closed	-$227K	–	15
2021 Q1	$227K	Buy	2,585 +1	+0%	+$88	0.08%	22
2020 Q4	$220K	Buy	+2,584	New	+$206K	0.15%	24

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

Soundwatch Capital's IYW Position: Q2 2026 in Review

Soundwatch Capital held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,378 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #37.

Soundwatch Capital first reported a position in IYW in Q4 2020 and has held it in 13 quarters since. The position peaked at $422K in Q4 2021. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Soundwatch Capital held 1,378 shares of iShares US Technology ETF worth $348K as of Q2 2026.
Soundwatch Capital left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.04% of Soundwatch Capital's portfolio in Q2 2026, its #37 holding.
Soundwatch Capital first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 13 quarters since.
Soundwatch Capital's iShares US Technology ETF position peaked at $422K in Q4 2021.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.