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Sowell Financial Services’s iShares US Technology ETF IYW Stock Holding History

Sowell Financial Services’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 		$1.9M Sell
7,539
-3,976
-35% -$913K 0.06% 324
2026
Q1 		$2.09M Sell
11,515
-7,679
-40% -$1.48M 0.08% 275
2025
Q4 		$3.83M Buy
19,194
+184
+1% +$36.8K 0.14% 146
2025
Q3 		$3.72M Sell
19,010
-2,067
-10% -$378K 0.14% 145
2025
Q2 		$3.65M Buy
21,077
+6,043
+40% +$916K 0.15% 145
2025
Q1 		$2.11M Sell
15,034
-7,553
-33% -$1.18M 0.1% 222
2024
Q4 		$3.6M Buy
22,587
+3,738
+20% +$591K 0.19% 124
2024
Q3 		$2.86M Sell
18,849
-2,186
-10% -$321K 0.13% 174
2024
Q2 		$3.17M Sell
21,035
-7,951
-27% -$1.1M 0.15% 151
2024
Q1 		$3.92M Sell
28,986
-775
-3% -$101K 0.18% 128
2023
Q4 		$3.65M Sell
29,761
-329
-1% -$37.3K 0.2% 131
2023
Q3 		$3.16M Buy
30,090
+2,153
+8% +$234K 0.2% 133
2023
Q2 		$3.04M Buy
27,937
+19,364
+226% +$1.9M 0.17% 142
2023
Q1 		$796K Buy
+8,573
New +$719K 0.06% 339
2022
Q1 		– Sell
-10,527
Closed -$1.21M – 349
2021
Q4 		$1.21M Buy
+10,527
New +$1.17M 0.07% 297
2021
Q2 		– Sell
-3,233
Closed -$294K – 1650
2021
Q1 		$294K Buy
3,233
+849
+36% +$74.4K 0.01% 854
2020
Q4 		$203K Sell
2,384
-284
-11% -$22.7K 0.01% 833
2020
Q3 		$201K Sell
2,668
-676
-20% -$49.4K 0.01% 725
2020
Q2 		$226K Sell
3,344
-456
-12% -$27.5K 0.01% 678
2020
Q1 		$194K Sell
3,800
-11,976
-76% -$694K 0.01% 657
2019
Q4 		$917K Sell
15,776
-14,872
-49% -$809K 0.07% 283
2019
Q3 		$1.56M Buy
+30,648
New +$1.56M 0.13% 169
2017
Q2 		– Sell
-7,704
Closed -$276K – 271
2017
Q1 		$276K Sell
7,704
-2,128
-22% -$69.1K 0.08% 200
2016
Q4 		$323K Buy
+9,832
New +$293K 0.11% 147

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 22.9% 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

Sowell Financial Services's IYW Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares US Technology ETF (IYW) stake by 35% in Q2 2026, selling an estimated $913K and leaving 7,539 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #324.

Sowell Financial Services first reported a position in IYW in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.92M in Q1 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sowell Financial Services held 7,539 shares of iShares US Technology ETF worth $1.9M as of Q2 2026.
  • Sowell Financial Services sold 3,976 iShares US Technology ETF shares in Q2 2026, an estimated $913K.
  • iShares US Technology ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #324 holding.
  • Sowell Financial Services first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's iShares US Technology ETF position peaked at $3.92M in Q1 2024.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.