Spectrum Planning & Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Spectrum Planning & Advisory 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	$735K	Sell	2,912 -368	-11%	-$84.5K	0.33%	48
2026 Q1	$595K	Sell	3,280 -790	-19%	-$153K	0.29%	51
2025 Q4	$813K	Sell	4,070 -1,495	-27%	-$299K	0.42%	41
2025 Q3	$1.09M	Sell	5,565 -10,878	-66%	-$1.99M	0.62%	36
2025 Q2	$2.85M	Sell	16,443 -4,305	-21%	-$653K	1.84%	16
2025 Q1	$2.91M	Buy	20,748 +2,920	+16%	+$455K	2.43%	13
2024 Q4	$2.84M	Sell	17,828 -933	-5%	-$148K	2.47%	12
2024 Q3	$2.84M	Buy	18,761 +95	+0.5%	+$14K	2.73%	11
2024 Q2	$2.82M	Buy	+18,666	New	+$2.58M	2.72%	11
2023 Q4	$1.97M	Buy	16,071 +2,255	+16%	+$255K	2.79%	7
2023 Q3	$1.45M	Sell	13,816 -12,660	-48%	-$1.38M	2.29%	8
2023 Q2	$2.88M	Buy	26,476 +362	+1%	+$35.6K	4.31%	8
2023 Q1	$2.42M	Buy	26,114 +13,173	+102%	+$1.11M	3.94%	8
2022 Q4	$964K	Buy	+12,941	New	+$990K	1.32%	17
2022 Q2	–	Sell	-11,728	Closed	-$1.21M	–	43
2022 Q1	$1.21M	Sell	11,728 -2,042	-15%	-$209K	1.1%	24
2021 Q4	$1.58M	Sell	13,770 -5,162	-27%	-$573K	1.44%	18
2021 Q3	$1.92M	Buy	+18,932	New	+$1.98M	1.88%	17

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

Spectrum Planning & Advisory Services's IYW Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, selling an estimated $84.5K and leaving 2,912 shares worth $735K. The position accounts for 0.33% of the portfolio, ranked #48.

Spectrum Planning & Advisory Services first reported a position in IYW in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.91M in Q1 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Spectrum Planning & Advisory Services held 2,912 shares of iShares US Technology ETF worth $735K as of Q2 2026.
Spectrum Planning & Advisory Services sold 368 iShares US Technology ETF shares in Q2 2026, an estimated $84.5K.
iShares US Technology ETF made up 0.33% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #48 holding.
Spectrum Planning & Advisory Services first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 17 quarters since.
Spectrum Planning & Advisory Services's iShares US Technology ETF position peaked at $2.91M in Q1 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.