Stifel Financial
IYW icon

Stifel Financial’s iShares US Technology ETF IYW Stock Holding History

Stifel Financial’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 		$59M Sell
233,713
-12,942
-5% -$2.97M 0.05% 351
2026
Q1 		$44.7M Sell
246,655
-73,964
-23% -$14.3M 0.04% 393
2025
Q4 		$64M Buy
320,619
+2,482
+0.8% +$496K 0.06% 318
2025
Q3 		$62.3M Sell
318,137
-166,401
-34% -$30.4M 0.06% 321
2025
Q2 		$84M Sell
484,538
-24,172
-5% -$3.66M 0.08% 246
2025
Q1 		$71.4M Buy
508,710
+12,120
+2% +$1.89M 0.08% 254
2024
Q4 		$79.2M Buy
496,590
+31,225
+7% +$4.94M 0.08% 235
2024
Q3 		$70.6M Sell
465,365
-9,458
-2% -$1.39M 0.07% 257
2024
Q2 		$71.5M Buy
474,823
+51,579
+12% +$7.13M 0.08% 240
2024
Q1 		$57.2M Sell
423,244
-456
-0.1% -$59.4K 0.07% 281
2023
Q4 		$52M Buy
423,700
+72,269
+21% +$8.19M 0.07% 275
2023
Q3 		$36.9M Sell
351,431
-11,962
-3% -$1.3M 0.05% 320
2023
Q2 		$39.6M Sell
363,393
-4,955
-1% -$487K 0.05% 306
2023
Q1 		$34.2M Buy
368,348
+59,180
+19% +$4.97M 0.05% 326
2022
Q4 		$23M Buy
309,168
+147,477
+91% +$11.3M 0.03% 413
2022
Q3 		$11.9M Sell
161,691
-5,666
-3% -$480K 0.02% 585
2022
Q2 		$13.4M Sell
167,357
-40,631
-20% -$3.6M 0.02% 563
2022
Q1 		$21.4M Buy
207,988
+12,499
+6% +$1.28M 0.03% 483
2021
Q4 		$22.4M Sell
195,489
-1,290
-0.7% -$143K 0.03% 466
2021
Q3 		$19.9M Buy
196,779
+58,477
+42% +$6.1M 0.03% 480
2021
Q2 		$13.7M Sell
138,302
-48,444
-26% -$4.52M 0.02% 595
2021
Q1 		$16.4M Sell
186,746
-1,097
-0.6% -$96.1K 0.03% 494
2020
Q4 		$16M Buy
187,843
+25,923
+16% +$2.07M 0.03% 458
2020
Q3 		$12.2M Sell
161,920
-52,584
-25% -$3.84M 0.03% 482
2020
Q2 		$14.5M Buy
214,504
+25,300
+13% +$1.53M 0.03% 402
2020
Q1 		$9.63M Sell
189,204
-54,328
-22% -$3.15M 0.03% 462
2019
Q4 		$14.1M Buy
243,532
+208
+0.1% +$11.3K 0.03% 471
2019
Q3 		$12.4M Sell
243,324
-8,740
-3% -$444K 0.03% 476
2019
Q2 		$12.5M Buy
252,064
+7,324
+3% +$358K 0.03% 487
2019
Q1 		$11.7M Sell
244,740
-8,032
-3% -$357K 0.03% 482
2018
Q4 		$10.1M Buy
252,772
+34,664
+16% +$1.5M 0.03% 488
2018
Q3 		$10.6M Buy
218,108
+11,140
+5% +$527K 0.03% 515
2018
Q2 		$9.22M Sell
206,968
-37,904
-15% -$1.68M 0.03% 574
2018
Q1 		$10.3M Sell
244,872
-252,360
-51% -$10.9M 0.03% 521
2017
Q4 		$20.2M Buy
497,232
+18,828
+4% +$754K 0.06% 302
2017
Q3 		$17.9M Sell
478,404
-112,016
-19% -$4.1M 0.06% 309
2017
Q2 		$20.6M Buy
590,420
+177,796
+43% +$6.23M 0.08% 267
2017
Q1 		$13.9M Buy
412,624
+39,564
+11% +$1.28M 0.05% 347
2016
Q4 		$11.2M Buy
373,060
+46,864
+14% +$1.4M 0.05% 379
2016
Q3 		$9.7M Buy
326,196
+304,428
+1,399% +$8.72M 0.04% 386
2016
Q2 		$574K Buy
21,768
+428
+2% +$11.3K ﹤0.01% 1678
2016
Q1 		$579K Sell
21,340
-972
-4% -$24.5K ﹤0.01% 1504
2015
Q4 		$597K Buy
22,312
+1,624
+8% +$43.8K ﹤0.01% 1563
2015
Q3 		$510K Sell
20,688
-25,528
-55% -$659K ﹤0.01% 1538
2015
Q2 		$1.21M Buy
46,216
+6,548
+17% +$177K 0.01% 1269
2015
Q1 		$1.04M Sell
39,668
-8,180
-17% -$215K 0.01% 1267
2014
Q4 		$1.25M Buy
47,848
+7,568
+19% +$193K 0.01% 1148
2014
Q3 		$1.01M Sell
40,280
-3,720
-8% -$92.9K 0.01% 1122
2014
Q2 		$1.07M Buy
44,000
+660
+2% +$15.2K 0.01% 1085
2014
Q1 		$987K Buy
+43,340
New +$967K 0.01% 1083

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

Stifel Financial's IYW Position: Q2 2026 in Review

Stifel Financial reduced its iShares US Technology ETF (IYW) stake by 5.2% in Q2 2026, selling an estimated $2.97M and leaving 233,713 shares worth $59M. The position accounts for 0.05% of the portfolio, ranked #351.

Stifel Financial first reported a position in IYW in Q1 2014 and has held it in 50 quarters since. The position peaked at $84M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Stifel Financial held 233,713 shares of iShares US Technology ETF worth $59M as of Q2 2026.
  • Stifel Financial sold 12,942 iShares US Technology ETF shares in Q2 2026, an estimated $2.97M.
  • iShares US Technology ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #351 holding.
  • Stifel Financial first reported a position in iShares US Technology ETF in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's iShares US Technology ETF position peaked at $84M in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.