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STALEY CAPITAL ADVISERS’s iShares US Technology ETF IYW Stock Holding History

STALEY CAPITAL ADVISERS’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 		$8.28M Hold
32,810
– – 0.32% 47
2026
Q1 		$5.95M Sell
32,810
-170
-0.5% -$32.9K 0.25% 52
2025
Q4 		$6.59M Hold
32,980
– – 0.27% 52
2025
Q3 		$6.46M Sell
32,980
-40
-0.1% -$7.32K 0.27% 53
2025
Q2 		$5.72M Sell
33,020
-60
-0.2% -$9.1K 0.24% 58
2025
Q1 		$4.65M Buy
33,080
+55
+0.2% +$8.57K 0.21% 60
2024
Q4 		$5.27M Sell
33,025
-75
-0.2% -$11.9K 0.23% 55
2024
Q3 		$5.02M Hold
33,100
– – 0.22% 59
2024
Q2 		$4.98M Hold
33,100
– – 0.23% 54
2024
Q1 		$4.47M Sell
33,100
-4,200
-11% -$547K 0.21% 57
2023
Q4 		$4.58M Sell
37,300
-67
-0.2% -$7.59K 0.23% 56
2023
Q3 		$3.92M Sell
37,367
-15,734
-30% -$1.71M 0.22% 58
2023
Q2 		$5.78M Sell
53,101
-80
-0.2% -$7.86K 0.31% 52
2023
Q1 		$4.94M Hold
53,181
– – 0.28% 55
2022
Q4 		$3.96M Buy
53,181
+18
+0% +$1.38K 0.24% 57
2022
Q3 		$3.9M Hold
53,163
– – 0.25% 56
2022
Q2 		$4.25M Buy
53,163
+50
+0.1% +$4.42K 0.25% 52
2022
Q1 		$5.47M Sell
53,113
-7,789
-13% -$795K 0.28% 54
2021
Q4 		$6.99M Buy
60,902
+62
+0.1% +$6.88K 0.33% 51
2021
Q3 		$6.16M Hold
60,840
– – 0.33% 52
2021
Q2 		$6.05M Hold
60,840
– – 0.32% 51
2021
Q1 		$5.34M Hold
60,840
– – 0.3% 55
2020
Q4 		$5.18M Hold
60,840
– – 0.32% 52
2020
Q3 		$4.58M Hold
60,840
– – 0.32% 51
2020
Q2 		$4.1M Sell
60,840
-7,600
-11% -$459K 0.3% 51
2020
Q1 		$3.5M Buy
68,440
+22,900
+50% +$1.33M 0.29% 51
2019
Q4 		$2.65M Hold
45,540
– – 0.18% 61
2019
Q3 		$2.33M Sell
45,540
-400
-0.9% -$20.3K 0.17% 61
2019
Q2 		$2.27M Hold
45,940
– – 0.17% 60
2019
Q1 		$2.19M Hold
45,940
– – 0.16% 59
2018
Q4 		$1.84M Buy
+45,940
New +$1.99M 0.15% 63

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

STALEY CAPITAL ADVISERS's IYW Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 32,810 shares worth $8.28M. The position accounts for 0.32% of the portfolio, ranked #47.

STALEY CAPITAL ADVISERS first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 32,810 shares of iShares US Technology ETF worth $8.28M as of Q2 2026.
  • STALEY CAPITAL ADVISERS left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.32% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #47 holding.
  • STALEY CAPITAL ADVISERS first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.