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Steward Partners Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

Steward Partners Investment Advisory’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 		$12.8M Sell
50,749
-5,970
-11% -$1.37M 0.07% 288
2026
Q1 		$10.3M Sell
56,719
-15,938
-22% -$3.08M 0.05% 319
2025
Q4 		$14.5M Buy
72,657
+6,363
+10% +$1.27M 0.08% 222
2025
Q3 		$13M Sell
66,294
-32,089
-33% -$5.87M 0.07% 229
2025
Q2 		$17M Buy
98,383
+16,290
+20% +$2.47M 0.13% 155
2025
Q1 		$11.5M Buy
82,093
+6,212
+8% +$968K 0.1% 197
2024
Q4 		$12.1M Buy
75,881
+3,257
+4% +$515K 0.11% 186
2024
Q3 		$11M Sell
72,624
-4,259
-6% -$626K 0.1% 198
2024
Q2 		$11.6M Sell
76,883
-477
-0.6% -$65.9K 0.12% 173
2024
Q1 		$10.4M Buy
77,360
+4,358
+6% +$567K 0.12% 189
2023
Q4 		$8.96M Buy
73,002
+455
+0.6% +$51.5K 0.12% 175
2023
Q3 		$7.61M Sell
72,547
-12,199
-14% -$1.33M 0.12% 183
2023
Q2 		$9.23M Sell
84,746
-5,191
-6% -$510K 0.14% 160
2023
Q1 		$8.35M Buy
89,937
+18,525
+26% +$1.55M 0.13% 171
2022
Q4 		$5.32M Buy
71,412
+33,202
+87% +$2.54M 0.09% 239
2022
Q3 		$2.8M Buy
38,210
+4,649
+14% +$394K 0.05% 346
2022
Q2 		$2.68M Sell
33,561
-7,067
-17% -$625K 0.05% 359
2022
Q1 		$4.19M Sell
40,628
-11,490
-22% -$1.17M 0.06% 301
2021
Q4 		$5.98M Sell
52,118
-1,144
-2% -$127K 0.09% 230
2021
Q3 		$5.39M Sell
53,262
-1,629
-3% -$170K 0.09% 241
2021
Q2 		$5.46M Sell
54,891
-26,504
-33% -$2.47M 0.09% 229
2021
Q1 		$7.14M Buy
81,395
+33,263
+69% +$2.91M 0.13% 171
2020
Q4 		$4.09M Sell
48,132
-3,972
-8% -$317K 0.09% 229
2020
Q3 		$3.92M Sell
52,104
-2,232
-4% -$163K 0.1% 216
2020
Q2 		$3.67M Buy
54,336
+19,456
+56% +$1.17M 0.1% 207
2020
Q1 		$1.78M Sell
34,880
-1,936
-5% -$112K 0.07% 278
2019
Q4 		$2.14M Buy
36,816
+4,288
+13% +$233K 0.06% 294
2019
Q3 		$1.66M Sell
32,528
-19,688
-38% -$1M 0.06% 307
2019
Q2 		$2.58M Buy
52,216
+16,000
+44% +$782K 0.09% 214
2019
Q1 		$1.73M Sell
36,216
-1,164
-3% -$51.8K 0.07% 260
2018
Q4 		$1.49M Sell
37,380
-388
-1% -$16.8K 0.07% 273
2018
Q3 		$1.83M Buy
37,768
+3,048
+9% +$144K 0.09% 238
2018
Q2 		$1.55M Buy
34,720
+25,012
+258% +$1.11M 0.09% 227
2018
Q1 		$408K Buy
9,708
+988
+11% +$42.5K 0.03% 463
2017
Q4 		$354K Buy
8,720
+1,904
+28% +$76.3K 0.03% 421
2017
Q3 		$255K Buy
6,816
+608
+10% +$22.3K 0.03% 396
2017
Q2 		$216K Buy
6,208
+404
+7% +$14.2K 0.02% 392
2017
Q1 		$196K Buy
+5,804
New +$188K 0.03% 326

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 22.9% 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

Steward Partners Investment Advisory's IYW Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, selling an estimated $1.37M and leaving 50,749 shares worth $12.8M. The position accounts for 0.07% of the portfolio, ranked #288.

Steward Partners Investment Advisory first reported a position in IYW in Q1 2017 and has held it in 38 quarters since. The position peaked at $17M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Steward Partners Investment Advisory held 50,749 shares of iShares US Technology ETF worth $12.8M as of Q2 2026.
  • Steward Partners Investment Advisory sold 5,970 iShares US Technology ETF shares in Q2 2026, an estimated $1.37M.
  • iShares US Technology ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #288 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Technology ETF in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's iShares US Technology ETF position peaked at $17M in Q2 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.