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

Stratos 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 		$38.5M Buy
152,728
+1,878
+1% +$431K 0.39% 44
2026
Q1 		$27.4M Buy
150,850
+3,432
+2% +$663K 0.31% 59
2025
Q4 		$29.4M Sell
147,418
-26,321
-15% -$5.26M 0.33% 56
2025
Q3 		$34M Sell
173,739
-47,911
-22% -$8.76M 0.4% 42
2025
Q2 		$38.4M Buy
221,650
+19,039
+9% +$2.89M 0.52% 32
2025
Q1 		$28.5M Buy
202,611
+17,724
+10% +$2.76M 0.43% 44
2024
Q4 		$29.5M Sell
184,887
-9,488
-5% -$1.5M 0.42% 42
2024
Q3 		$29.5M Buy
194,375
+20,965
+12% +$3.08M 0.43% 42
2024
Q2 		$26.1M Buy
173,410
+3,201
+2% +$442K 0.42% 42
2024
Q1 		$23M Buy
170,209
+54,101
+47% +$7.04M 0.38% 42
2023
Q4 		$14.3M Buy
116,108
+9,740
+9% +$1.1M 0.27% 71
2023
Q3 		$11.2M Buy
106,368
+4,686
+5% +$510K 0.24% 88
2023
Q2 		$11.1M Buy
101,682
+10,038
+11% +$986K 0.25% 80
2023
Q1 		$8.51M Sell
91,644
-9,867
-10% -$828K 0.23% 96
2022
Q4 		$7.56M Sell
101,511
-953
-0.9% -$72.9K 0.19% 111
2022
Q3 		$7.52M Sell
102,464
-8,767
-8% -$743K 0.21% 98
2022
Q2 		$8.89M Sell
111,231
-110
-0.1% -$9.73K 0.22% 92
2022
Q1 		$11.5M Buy
111,341
+2,884
+3% +$294K 0.26% 84
2021
Q4 		$12.5M Buy
108,457
+7,213
+7% +$801K 0.28% 75
2021
Q3 		$10.3M Buy
101,244
+8,354
+9% +$872K 0.26% 76
2021
Q2 		$9.23M Buy
92,890
+4,645
+5% +$433K 0.23% 89
2021
Q1 		$7.74M Buy
88,245
+8,936
+11% +$783K 0.21% 103
2020
Q4 		$6.75M Buy
79,309
+7,161
+10% +$572K 0.2% 115
2020
Q3 		$5.43M Buy
72,148
+10,520
+17% +$768K 0.18% 131
2020
Q2 		$4.16M Buy
61,628
+5,364
+10% +$324K 0.15% 159
2020
Q1 		$2.88M Sell
56,264
-1,372
-2% -$79.5K 0.13% 159
2019
Q4 		$3.35M Buy
57,636
+2,848
+5% +$155K 0.13% 169
2019
Q3 		$2.8M Buy
54,788
+3,960
+8% +$201K 0.12% 181
2019
Q2 		$2.52M Buy
50,828
+668
+1% +$32.7K 0.11% 193
2019
Q1 		$2.39M Buy
50,160
+1,648
+3% +$73.3K 0.11% 208
2018
Q4 		$1.94M Sell
48,512
-8,620
-15% -$373K 0.1% 212
2018
Q3 		$2.77M Buy
57,132
+22,280
+64% +$1.05M 0.12% 169
2018
Q2 		$1.55M Buy
34,852
+1,912
+6% +$84.6K 0.07% 274
2018
Q1 		$1.39M Buy
32,940
+1,084
+3% +$46.7K 0.06% 299
2017
Q4 		$1.3M Buy
31,856
+3,404
+12% +$136K 0.06% 296
2017
Q3 		$1.07M Buy
28,452
+1,692
+6% +$62K 0.05% 323
2017
Q2 		$935K Sell
26,760
-6,024
-18% -$211K 0.05% 308
2017
Q1 		$1.11M Buy
32,784
+14,360
+78% +$466K 0.06% 265
2016
Q4 		$554K Sell
18,424
-4,676
-20% -$139K 0.03% 360
2016
Q3 		$687K Buy
+23,100
New +$662K 0.05% 296
2015
Q3 		– Sell
-11,648
Closed -$305K – 574
2015
Q2 		$305K Buy
11,648
+380
+3% +$10.3K 0.04% 366
2015
Q1 		$295K Buy
11,268
+2,792
+33% +$73.4K 0.04% 429
2014
Q4 		$221K Buy
+8,476
New +$216K 0.04% 420

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

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

Stratos Wealth Partners increased its iShares US Technology ETF (IYW) stake by 1.2% in Q2 2026, buying an estimated $431K and bringing the position to 152,728 shares worth $38.5M. The position accounts for 0.39% of the portfolio, ranked #44.

Stratos Wealth Partners first reported a position in IYW in Q4 2014 and has held it in 43 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Stratos Wealth Partners held 152,728 shares of iShares US Technology ETF worth $38.5M as of Q2 2026.
  • Stratos Wealth Partners bought 1,878 iShares US Technology ETF shares in Q2 2026, an estimated $431K.
  • iShares US Technology ETF made up 0.39% of Stratos Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Stratos Wealth Partners first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 43 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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