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Stephens Inc’s iShares US Technology ETF IYW Stock Holding History

Stephens Inc’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 		$6.7M Sell
26,560
-136
-0.5% -$31.2K 0.08% 244
2026
Q1 		$4.84M Buy
26,696
+743
+3% +$144K 0.06% 294
2025
Q4 		$5.18M Buy
25,953
+359
+1% +$71.8K 0.06% 283
2025
Q3 		$5.01M Sell
25,594
-2
-0% -$366 0.06% 288
2025
Q2 		$4.43M Sell
25,596
-1,215
-5% -$184K 0.06% 300
2025
Q1 		$3.77M Buy
26,811
+159
+0.6% +$24.8K 0.06% 319
2024
Q4 		$4.25M Buy
26,652
+782
+3% +$124K 0.06% 293
2024
Q3 		$3.92M Buy
25,870
+412
+2% +$60.6K 0.06% 302
2024
Q2 		$3.83M Buy
25,458
+113
+0.4% +$15.6K 0.06% 301
2024
Q1 		$3.42M Buy
25,345
+4,572
+22% +$595K 0.05% 310
2023
Q4 		$2.55M Buy
20,773
+38
+0.2% +$4.3K 0.04% 342
2023
Q3 		$2.18M Hold
20,735
– – 0.04% 349
2023
Q2 		$2.26M Sell
20,735
-1,924
-8% -$189K 0.04% 354
2023
Q1 		$2.1M Sell
22,659
-3,219
-12% -$270K 0.04% 379
2022
Q4 		$1.93M Buy
25,878
+1,885
+8% +$144K 0.04% 376
2022
Q3 		$1.76M Sell
23,993
-5,368
-18% -$455K 0.04% 390
2022
Q2 		$2.35M Sell
29,361
-44,161
-60% -$3.91M 0.05% 337
2022
Q1 		$7.58M Buy
73,522
+7,952
+12% +$812K 0.12% 183
2021
Q4 		$7.53M Buy
65,570
+7,693
+13% +$854K 0.11% 199
2021
Q3 		$5.86M Buy
57,877
+29,668
+105% +$3.1M 0.09% 237
2021
Q2 		$2.8M Sell
28,209
-5,192
-16% -$484K 0.04% 408
2021
Q1 		$2.93M Sell
33,401
-7,482
-18% -$656K 0.05% 366
2020
Q4 		$3.48M Sell
40,883
-653
-2% -$52.2K 0.06% 310
2020
Q3 		$3.13M Sell
41,536
-3,920
-9% -$286K 0.06% 301
2020
Q2 		$3.07M Buy
45,456
+24
+0.1% +$1.45K 0.07% 294
2020
Q1 		$2.32M Sell
45,432
-292
-0.6% -$16.9K 0.06% 314
2019
Q4 		$2.66M Sell
45,724
-232
-0.5% -$12.6K 0.06% 340
2019
Q3 		$2.35M Sell
45,956
-4,708
-9% -$239K 0.05% 352
2019
Q2 		$2.51M Sell
50,664
-288
-0.6% -$14.1K 0.06% 354
2019
Q1 		$2.43M Sell
50,952
-1,568
-3% -$69.7K 0.06% 351
2018
Q4 		$2.1M Sell
52,520
-37,008
-41% -$1.6M 0.06% 344
2018
Q3 		$4.34M Buy
89,528
+22,492
+34% +$1.06M 0.11% 230
2018
Q2 		$2.99M Sell
67,036
-18,412
-22% -$814K 0.09% 257
2018
Q1 		$3.59M Buy
85,448
+20,604
+32% +$887K 0.13% 178
2017
Q4 		$2.64M Sell
64,844
-1,624
-2% -$65.1K 0.1% 223
2017
Q3 		$2.49M Sell
66,468
-7,728
-10% -$283K 0.09% 224
2017
Q2 		$2.59M Buy
74,196
+17,052
+30% +$598K 0.09% 243
2017
Q1 		$1.93M Sell
57,144
-29,060
-34% -$943K 0.07% 290
2016
Q4 		$2.59M Buy
86,204
+5,144
+6% +$153K 0.11% 223
2016
Q3 		$2.41M Buy
81,060
+20,796
+35% +$596K 0.11% 213
2016
Q2 		$1.59M Sell
60,264
-1,064
-2% -$28.1K 0.07% 286
2016
Q1 		$1.66M Sell
61,328
-252
-0.4% -$6.36K 0.08% 261
2015
Q4 		$1.65M Sell
61,580
-524
-0.8% -$14.1K 0.08% 243
2015
Q3 		$1.54M Sell
62,104
-1,424
-2% -$36.8K 0.08% 253
2015
Q2 		$1.66M Sell
63,528
-27,148
-30% -$732K 0.08% 272
2015
Q1 		$2.38M Sell
90,676
-118,404
-57% -$3.11M 0.11% 214
2014
Q4 		$5.46M Buy
209,080
+41,700
+25% +$1.06M 0.26% 80
2014
Q3 		$4.22M Sell
167,380
-8,832
-5% -$221K 0.21% 117
2014
Q2 		$4.27M Buy
176,212
+12,656
+8% +$292K 0.22% 108
2014
Q1 		$3.72M Sell
163,556
-1,912
-1% -$42.7K 0.2% 126
2013
Q4 		$3.66M Sell
165,468
-640
-0.4% -$13.3K 0.18% 110
2013
Q3 		$3.27M Buy
166,108
+5,476
+3% +$106K 0.18% 117
2013
Q2 		$2.96M Buy
+160,632
New +$2.98M 0.17% 115

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

Stephens Inc's IYW Position: Q2 2026 in Review

Stephens Inc reduced its iShares US Technology ETF (IYW) stake by 0.51% in Q2 2026, selling an estimated $31.2K and leaving 26,560 shares worth $6.7M. The position accounts for 0.08% of the portfolio, ranked #244.

Stephens Inc first reported a position in IYW in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.58M in Q1 2022. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Stephens Inc held 26,560 shares of iShares US Technology ETF worth $6.7M as of Q2 2026.
  • Stephens Inc sold 136 iShares US Technology ETF shares in Q2 2026, an estimated $31.2K.
  • iShares US Technology ETF made up 0.08% of Stephens Inc's portfolio in Q2 2026, its #244 holding.
  • Stephens Inc first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 53 quarters since.
  • Stephens Inc's iShares US Technology ETF position peaked at $7.58M in Q1 2022.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.