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

Strategic Wealth 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	$422K	Buy	1,673 +160	+11%	+$36.8K	0.03%	216
2026 Q1	$275K	Sell	1,513 -26	-2%	-$5.02K	0.02%	262
2025 Q4	$307K	Sell	1,539 -92	-6%	-$18.4K	0.02%	265
2025 Q3	$320K	Sell	1,631 -5,310	-77%	-$971K	0.02%	276
2025 Q2	$1.2M	Buy	+6,941	New	+$1.05M	0.09%	139
2024 Q4	$1.02M	Buy	+6,152	New	+$973K	0.08%	148
2022 Q4	–	Sell	-3,458	Closed	-$254K	–	278
2022 Q3	$254K	Buy	+3,458	New	+$293K	0.05%	238
2019 Q4	–	Sell	-800	Closed	-$40	–	320
2019 Q3	$40	Hold	800	–	–	﹤0.01%	309
2019 Q2	$39K	Hold	800	–	–	0.02%	252
2019 Q1	$39K	Hold	800	–	–	0.02%	260
2018 Q4	$33K	Hold	800	–	–	0.02%	272
2018 Q3	$39K	Hold	800	–	–	0.02%	248
2018 Q2	$36K	Hold	800	–	–	0.02%	288
2018 Q1	$34K	Hold	800	–	–	0.02%	284
2017 Q4	$33K	Buy	+800	New	+$32.1K	0.02%	261

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

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

Strategic Wealth Partners increased its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, buying an estimated $36.8K and bringing the position to 1,673 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #216.

Strategic Wealth Partners first reported a position in IYW in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.2M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Strategic Wealth Partners held 1,673 shares of iShares US Technology ETF worth $422K as of Q2 2026.
Strategic Wealth Partners bought 160 iShares US Technology ETF shares in Q2 2026, an estimated $36.8K.
iShares US Technology ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #216 holding.
Strategic Wealth Partners first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's iShares US Technology ETF position peaked at $1.2M in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.