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

Synergy 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 		$166K Hold
656
– – 0.04% 191
2026
Q1 		$119K Buy
+656
New +$127K 0.04% 178
2025
Q2 		– Sell
-17,081
Closed -$2.4M – 338
2025
Q1 		$2.4M Buy
17,081
+3,981
+30% +$620K 1% 24
2024
Q4 		$2.09M Buy
+13,100
New +$2.07M 0.9% 30

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 22.9% 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

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

Synergy Investment Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 656 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #191.

Synergy Investment Management first reported a position in IYW in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.4M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Synergy Investment Management held 656 shares of iShares US Technology ETF worth $166K as of Q2 2026.
  • Synergy Investment Management left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #191 holding.
  • Synergy Investment Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares US Technology ETF position peaked at $2.4M in Q1 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.