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SSI Investment Management’s iShares US Technology ETF IYW Stock Holding History

SSI Investment 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 		$7.51M Buy
29,758
+139
+0.5% +$31.9K 0.44% 77
2026
Q1 		$5.37M Sell
29,619
-25,799
-47% -$4.99M 0.37% 98
2025
Q4 		$11.1M Sell
55,418
-10,512
-16% -$2.1M 0.75% 35
2025
Q3 		$12.9M Sell
65,930
-13,675
-17% -$2.5M 0.88% 33
2025
Q2 		$13.8M Buy
79,605
+25,273
+47% +$3.83M 0.97% 25
2025
Q1 		$7.63M Buy
54,332
+20,600
+61% +$3.21M 0.59% 58
2024
Q4 		$5.38M Buy
33,732
+1,982
+6% +$314K 0.4% 84
2024
Q3 		$4.81M Sell
31,750
-7,670
-19% -$1.13M 0.35% 98
2024
Q2 		$5.93M Sell
39,420
-730
-2% -$101K 0.46% 74
2024
Q1 		$5.42M Buy
40,150
+333
+0.8% +$43.3K 0.41% 88
2023
Q4 		$4.89M Buy
+39,817
New +$4.51M 0.37% 98
2022
Q4 		– Sell
-38,699
Closed -$2.84M – 305
2022
Q3 		$2.84M Sell
38,699
-57,234
-60% -$4.85M 0.19% 133
2022
Q2 		$7.67M Buy
95,933
+24,823
+35% +$2.2M 0.48% 71
2022
Q1 		$7.32M Buy
71,110
+109
+0.2% +$11.1K 0.4% 85
2021
Q4 		$8.15M Buy
71,001
+3,340
+5% +$371K 0.48% 66
2021
Q3 		$6.85M Buy
67,661
+20,618
+44% +$2.15M 0.41% 82
2021
Q2 		$4.67M Buy
47,043
+16,223
+53% +$1.51M 0.3% 102
2021
Q1 		$2.71M Sell
30,820
-604
-2% -$52.9K 0.2% 124
2020
Q4 		$2.67M Sell
31,424
-19,084
-38% -$1.52M 0.19% 109
2020
Q3 		$3.8M Buy
50,508
+8,500
+20% +$621K 0.33% 76
2020
Q2 		$2.83M Sell
42,008
-51,864
-55% -$3.13M 0.25% 93
2020
Q1 		$4.79M Buy
93,872
+836
+0.9% +$48.5K 0.42% 86
2019
Q4 		$5.41M Buy
93,036
+19,344
+26% +$1.05M 0.36% 95
2019
Q3 		$3.76M Hold
73,692
– – 0.27% 119
2019
Q2 		$3.65M Buy
73,692
+12,796
+21% +$626K 0.27% 122
2019
Q1 		$2.9M Buy
60,896
+544
+0.9% +$24.2K 0.24% 124
2018
Q4 		$2.41M Sell
60,352
-364
-0.6% -$15.8K 0.23% 127
2018
Q3 		$2.95M Hold
60,716
– – 0.23% 129
2018
Q2 		$2.7M Buy
60,716
+1,252
+2% +$55.4K 0.22% 125
2018
Q1 		$2.5M Buy
59,464
+2,472
+4% +$106K 0.2% 141
2017
Q4 		$2.32M Buy
56,992
+644
+1% +$25.8K 0.19% 147
2017
Q3 		$2.11M Buy
56,348
+132
+0.2% +$4.84K 0.18% 155
2017
Q2 		$1.96M Sell
56,216
-27,024
-32% -$947K 0.17% 161
2017
Q1 		$2.81M Sell
83,240
-50,288
-38% -$1.63M 0.26% 133
2016
Q4 		$4.01M Buy
133,528
+44
+0% +$1.31K 0.37% 99
2016
Q3 		$3.97M Sell
133,484
-26,432
-17% -$757K 0.35% 95
2016
Q2 		$4.21M Hold
159,916
– – 0.4% 87
2016
Q1 		$4.34M Buy
159,916
+41,404
+35% +$1.05M 0.44% 79
2015
Q4 		$3.17M Buy
+118,512
New +$3.2M 0.32% 120

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

SSI Investment Management's IYW Position: Q2 2026 in Review

SSI Investment Management increased its iShares US Technology ETF (IYW) stake by 0.47% in Q2 2026, buying an estimated $31.9K and bringing the position to 29,758 shares worth $7.51M. The position accounts for 0.44% of the portfolio, ranked #77.

SSI Investment Management first reported a position in IYW in Q4 2015 and has held it in 39 quarters since. The position peaked at $13.8M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • SSI Investment Management held 29,758 shares of iShares US Technology ETF worth $7.51M as of Q2 2026.
  • SSI Investment Management bought 139 iShares US Technology ETF shares in Q2 2026, an estimated $31.9K.
  • iShares US Technology ETF made up 0.44% of SSI Investment Management's portfolio in Q2 2026, its #77 holding.
  • SSI Investment Management first reported a position in iShares US Technology ETF in Q4 2015 and has held it in 39 quarters since.
  • SSI Investment Management's iShares US Technology ETF position peaked at $13.8M in Q2 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.