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Sterling Investment Advisors (Missouri)’s iShares US Technology ETF IYW Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$435K Sell
1,726
-172
-9% -$39.5K 0.2% 27
2026
Q1 		$344K Hold
1,898
– – 0.17% 30
2025
Q4 		$379K Sell
1,898
-217
-10% -$43.4K 0.18% 29
2025
Q3 		$414K Sell
2,115
-212
-9% -$38.8K 0.21% 27
2025
Q2 		$403K Sell
2,327
-3
-0.1% -$455 0.21% 26
2025
Q1 		$327K Sell
2,330
-126
-5% -$19.6K 0.18% 26
2024
Q4 		$392K Sell
2,456
-1,260
-34% -$199K 0.23% 24
2024
Q3 		$564K Sell
3,716
-292
-7% -$42.9K 0.32% 23
2024
Q2 		$603K Sell
4,008
-68
-2% -$9.4K 0.37% 22
2024
Q1 		$551K Buy
4,076
+1,650
+68% +$215K 0.32% 22
2023
Q4 		$298K Buy
2,426
+7
+0.3% +$793 0.18% 24
2023
Q3 		$254K Hold
2,419
– – 0.16% 25
2023
Q2 		$263K Buy
2,419
+1
+0% +$98 0.17% 24
2023
Q1 		$224K Buy
+2,418
New +$203K 0.15% 26
2022
Q2 		– Sell
-2,405
Closed -$248K – 28
2022
Q1 		$248K Buy
2,405
+1
+0% +$102 0.15% 25
2021
Q4 		$276K Buy
2,404
+2
+0.1% +$222 0.16% 23
2021
Q3 		$243K Buy
2,402
+2
+0.1% +$209 0.15% 26
2021
Q2 		$239K Buy
2,400
+2
+0.1% +$187 0.14% 25
2021
Q1 		$210K Sell
2,398
-56
-2% -$4.91K 0.13% 27
2020
Q4 		$209K Buy
+2,454
New +$196K 0.14% 25

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s IYW Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) reduced its iShares US Technology ETF (IYW) stake by 9.1% in Q2 2026, selling an estimated $39.5K and leaving 1,726 shares worth $435K. The position accounts for 0.2% of the portfolio, ranked #27.

Sterling Investment Advisors (Missouri) first reported a position in IYW in Q4 2020 and has held it in 20 quarters since. The position peaked at $603K in Q2 2024. 887 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 1,726 shares of iShares US Technology ETF worth $435K as of Q2 2026.
  • Sterling Investment Advisors (Missouri) sold 172 iShares US Technology ETF shares in Q2 2026, an estimated $39.5K.
  • iShares US Technology ETF made up 0.2% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #27 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 20 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares US Technology ETF position peaked at $603K in Q2 2024.
  • 887 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.