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Stone House Investment Management’s iShares US Technology ETF IYW Stock Holding History

Stone House Investment Management’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 		$116K Sell
462
-608
-57% -$140K 0.02% 130
2026
Q1 		$194K Sell
1,070
-4,551
-81% -$879K 0.03% 80
2025
Q4 		$1.12M Sell
5,621
-1,246
-18% -$249K 0.17% 33
2025
Q3 		$1.34M Sell
6,867
-72,096
-91% -$13.2M 0.23% 31
2025
Q2 		$13.7M Buy
78,963
+7,792
+11% +$1.18M 2.52% 13
2025
Q1 		$10M Buy
71,171
+11,526
+19% +$1.8M 2.03% 14
2024
Q4 		$9.51M Sell
59,645
-13,766
-19% -$2.18M 2.42% 14
2024
Q3 		$11.1M Sell
73,411
-4,165
-5% -$612K 2.3% 14
2024
Q2 		$11.7M Buy
77,576
+3,827
+5% +$529K 3.03% 9
2024
Q1 		$9.96M Buy
73,749
+25,365
+52% +$3.3M 2.34% 13
2023
Q4 		$5.94M Buy
48,384
+7,628
+19% +$864K 2.05% 13
2023
Q3 		$4.28M Sell
40,756
-28,465
-41% -$3.1M 1.49% 16
2023
Q2 		$7.54M Buy
69,221
+3,385
+5% +$332K 2.73% 13
2023
Q1 		$6.11M Buy
65,836
+11,581
+21% +$972K 2.07% 13
2022
Q4 		$4.04M Buy
+54,255
New +$4.15M 1.44% 15

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

Stone House Investment Management's IYW Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares US Technology ETF (IYW) stake by 57% in Q2 2026, selling an estimated $140K and leaving 462 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #130.

Stone House Investment Management first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.7M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Stone House Investment Management held 462 shares of iShares US Technology ETF worth $116K as of Q2 2026.
  • Stone House Investment Management sold 608 iShares US Technology ETF shares in Q2 2026, an estimated $140K.
  • iShares US Technology ETF made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #130 holding.
  • Stone House Investment Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Stone House Investment Management's iShares US Technology ETF position peaked at $13.7M in Q2 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.