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Spire Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Spire Wealth Management’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 		$11.5M Sell
45,565
-457
-1% -$105K 0.35% 68
2026
Q1 		$8.35M Sell
46,022
-1,172
-2% -$226K 0.28% 73
2025
Q4 		$9.42M Sell
47,194
-3,847
-8% -$769K 0.32% 65
2025
Q3 		$10M Sell
51,041
-2,017
-4% -$369K 0.34% 63
2025
Q2 		$9.19M Sell
53,058
-2,007
-4% -$304K 0.33% 62
2025
Q1 		$7.73M Sell
55,065
-245
-0.4% -$38.2K 0.25% 87
2024
Q4 		$8.82M Buy
55,310
+103
+0.2% +$16.3K 0.27% 81
2024
Q3 		$8.37M Sell
55,207
-3,205
-5% -$471K 0.28% 79
2024
Q2 		$8.79M Sell
58,412
-26,554
-31% -$3.67M 0.31% 70
2024
Q1 		$11.5M Buy
84,966
+256
+0.3% +$33.3K 0.21% 92
2023
Q4 		$10.8M Buy
84,710
+1,982
+2% +$225K 0.36% 57
2023
Q3 		$8.68M Buy
82,728
+46,421
+128% +$5.05M 0.33% 66
2023
Q2 		$3.95M Buy
36,307
+2,177
+6% +$214K 0.15% 132
2023
Q1 		$3.17M Buy
34,130
+16,603
+95% +$1.39M 0.12% 155
2022
Q4 		$1.31M Buy
17,527
+14,057
+405% +$1.08M 0.07% 205
2022
Q3 		$255K Sell
3,470
-7,642
-69% -$648K 0.02% 470
2022
Q2 		$888K Sell
11,112
-9,765
-47% -$864K 0.04% 354
2022
Q1 		$2.15M Sell
20,877
-997
-5% -$102K 0.06% 258
2021
Q4 		$2.51M Buy
21,874
+9,515
+77% +$1.06M 0.06% 273
2021
Q3 		$1.25M Sell
12,359
-398
-3% -$41.5K 0.03% 363
2021
Q2 		$1.27M Sell
12,757
-20,868
-62% -$1.95M 0.03% 367
2021
Q1 		$2.48M Buy
+33,625
New +$2.95M 0.07% 241

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

Spire Wealth Management's IYW Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.99% in Q2 2026, selling an estimated $105K and leaving 45,565 shares worth $11.5M. The position accounts for 0.35% of the portfolio, ranked #68.

Spire Wealth Management first reported a position in IYW in Q1 2021 and has held it in 22 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Spire Wealth Management held 45,565 shares of iShares US Technology ETF worth $11.5M as of Q2 2026.
  • Spire Wealth Management sold 457 iShares US Technology ETF shares in Q2 2026, an estimated $105K.
  • iShares US Technology ETF made up 0.35% of Spire Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Spire Wealth Management first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.