Strategy Asset Managers’s iShares US Technology ETF IYW Stock Holding History

Strategy Asset Managers’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	$636K	Sell	2,522 -223	-8%	-$51.2K	0.1%	146
2026 Q1	$498K	Sell	2,745 -64	-2%	-$12.4K	0.08%	159
2025 Q4	$561K	Sell	2,809 -546	-16%	-$109K	0.09%	142
2025 Q3	$657K	Sell	3,355 -24	-0.7%	-$4.39K	0.12%	130
2025 Q2	$585K	Sell	3,379 -431	-11%	-$65.3K	0.11%	137
2025 Q1	$535K	Hold	3,810	–	–	0.11%	141
2024 Q4	$608K	Sell	3,810 -7	-0.2%	-$1.11K	0.12%	128
2024 Q3	$579K	Sell	3,817 -484	-11%	-$71.2K	0.11%	138
2024 Q2	$468K	Buy	4,301 +469	+12%	+$64.8K	0.1%	139
2024 Q1	$518K	Sell	3,832 -193	-5%	-$25.1K	0.11%	136
2023 Q4	$494K	Sell	4,025 -236	-6%	-$26.7K	0.12%	131
2023 Q3	$447K	Sell	4,261 -40	-0.9%	-$4.35K	0.12%	134
2023 Q2	$468K	Sell	4,301 -40	-0.9%	-$3.93K	0.1%	139
2023 Q1	$403K	Sell	4,341 -907	-17%	-$76.1K	0.1%	146
2022 Q4	$391K	Sell	5,248 -4,824	-48%	-$369K	0.1%	153
2022 Q3	$739K	Buy	10,072 +2,825	+39%	+$240K	0.2%	93
2022 Q2	$579K	Sell	7,247 -4,259	-37%	-$377K	0.18%	103
2022 Q1	$1.19M	Buy	11,506 +5,773	+101%	+$589K	0.26%	72
2021 Q4	$658K	Sell	5,733 -10,120	-64%	-$1.12M	0.17%	108
2021 Q3	$1.6M	Sell	15,853 -880	-5%	-$91.8K	0.36%	62
2021 Q2	$1.66M	Buy	16,733 +457	+3%	+$42.6K	0.35%	62
2021 Q1	$1.43M	Sell	16,276 -708	-4%	-$62K	0.33%	58
2020 Q4	$1.45M	Sell	16,984 -1,616	-9%	-$129K	0.34%	56
2020 Q3	$1.4M	Buy	18,600 +60	+0.3%	+$4.38K	0.36%	56
2020 Q2	$1.25M	Buy	18,540 +10,820	+140%	+$653K	0.34%	56
2020 Q1	$394K	Sell	7,720 -6,816	-47%	-$395K	0.13%	130
2019 Q4	$845K	Buy	+14,536	New	+$791K	0.21%	83

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

Strategy Asset Managers's IYW Position: Q2 2026 in Review

Strategy Asset Managers reduced its iShares US Technology ETF (IYW) stake by 8.1% in Q2 2026, selling an estimated $51.2K and leaving 2,522 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #146.

Strategy Asset Managers first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.66M in Q2 2021. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Strategy Asset Managers held 2,522 shares of iShares US Technology ETF worth $636K as of Q2 2026.
Strategy Asset Managers sold 223 iShares US Technology ETF shares in Q2 2026, an estimated $51.2K.
iShares US Technology ETF made up 0.1% of Strategy Asset Managers's portfolio in Q2 2026, its #146 holding.
Strategy Asset Managers first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
Strategy Asset Managers's iShares US Technology ETF position peaked at $1.66M in Q2 2021.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.