SAP
IYW icon

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

Strategic Advisory Partners’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 		– Sell
-140
Closed -$25.4K – 73
2026
Q1 		$25.4K Buy
+140
New +$27.1K 0.02% 73

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

Strategic Advisory Partners's IYW Position: Q2 2026 in Review

Strategic Advisory Partners sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 140 shares — an estimated $25.4K sold.

Strategic Advisory Partners first reported a position in IYW in Q1 2026 and held it in 1 quarter. The position peaked at $25.4K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Strategic Advisory Partners reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 140 iShares US Technology ETF shares in Q2 2026, an estimated $25.4K.
  • Strategic Advisory Partners first reported a position in iShares US Technology ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's iShares US Technology ETF position peaked at $25.4K in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.