Stonebrook Private’s iShares US Technology ETF IYW Stock Holding History

Stonebrook Private’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	$582K	Sell	2,307 -71	-3%	-$16.3K	0.11%	126
2026 Q1	$431K	Sell	2,378 -16,452	-87%	-$3.18M	0.09%	132
2025 Q4	$3.76M	Sell	18,830 -1,006	-5%	-$201K	0.79%	27
2025 Q3	$3.89M	Buy	19,836 +2,814	+17%	+$515K	0.84%	31
2025 Q2	$2.95M	Buy	17,022 +2,829	+20%	+$429K	0.69%	39
2025 Q1	$1.99M	Buy	14,193 +1,523	+12%	+$237K	0.52%	59
2024 Q4	$2.02M	Sell	12,670 -464	-4%	-$73.4K	0.53%	50
2024 Q3	$1.99M	Buy	13,134 +9,761	+289%	+$1.44M	0.53%	53
2024 Q2	$508K	Buy	+3,373	New	+$466K	0.15%	116

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Stonebrook Private's IYW Position: Q2 2026 in Review

Stonebrook Private reduced its iShares US Technology ETF (IYW) stake by 3% in Q2 2026, selling an estimated $16.3K and leaving 2,307 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #126.

Stonebrook Private first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.89M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Stonebrook Private held 2,307 shares of iShares US Technology ETF worth $582K as of Q2 2026.
Stonebrook Private sold 71 iShares US Technology ETF shares in Q2 2026, an estimated $16.3K.
iShares US Technology ETF made up 0.11% of Stonebrook Private's portfolio in Q2 2026, its #126 holding.
Stonebrook Private first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
Stonebrook Private's iShares US Technology ETF position peaked at $3.89M in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.