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

Stratos 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	$1.83M	Buy	7,250 +719	+11%	+$165K	0.07%	148
2026 Q1	$1.18M	Buy	6,531 +505	+8%	+$97.6K	0.05%	164
2025 Q4	$1.2M	Buy	6,026 +120	+2%	+$24K	0.05%	158
2025 Q3	$1.16M	Buy	5,906 +1,776	+43%	+$325K	0.05%	160
2025 Q2	$716K	Sell	4,130 -740	-15%	-$112K	0.03%	210
2025 Q1	$684K	Buy	4,870 +180	+4%	+$28K	0.04%	187
2024 Q4	$748K	Buy	4,690 +2,072	+79%	+$328K	0.05%	145
2024 Q3	$397K	Sell	2,618 -213	-8%	-$31.3K	0.03%	178
2024 Q2	$426K	Buy	2,831 +941	+50%	+$130K	0.04%	154
2024 Q1	$255K	Buy	+1,890	New	+$246K	0.02%	174

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

Stratos Investment Management's IYW Position: Q2 2026 in Review

Stratos Investment Management increased its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, buying an estimated $165K and bringing the position to 7,250 shares worth $1.83M. The position accounts for 0.07% of the portfolio, ranked #148.

Stratos Investment Management first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Stratos Investment Management held 7,250 shares of iShares US Technology ETF worth $1.83M as of Q2 2026.
Stratos Investment Management bought 719 iShares US Technology ETF shares in Q2 2026, an estimated $165K.
iShares US Technology ETF made up 0.07% of Stratos Investment Management's portfolio in Q2 2026, its #148 holding.
Stratos Investment Management first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.