Succession Financial’s iShares US Technology ETF IYW Stock Holding History

Succession Financial’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	$252K	Buy	+1,000	New	+$230K	0.24%	38

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Succession Financial's IYW Position: Q2 2026 in Review

Succession Financial opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,000 shares worth $252K. The stake represents 0.24% of the portfolio and ranks #38 among its holdings.

1,253 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Succession Financial held 1,000 shares of iShares US Technology ETF worth $252K as of Q2 2026.
iShares US Technology ETF was a new Succession Financial position in Q2 2026.
iShares US Technology ETF made up 0.24% of Succession Financial's portfolio in Q2 2026, its #38 holding.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.