Tactive Advisors’s iShares US Technology ETF IYW Stock Holding History

Tactive Advisors’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	$1.29M	Buy	5,133 +60	+1%	+$13.8K	0.32%	74
2026 Q1	$920K	Sell	5,073 -295	-5%	-$57K	0.26%	89
2025 Q4	$1.07M	Sell	5,368 -195	-4%	-$39K	0.31%	78
2025 Q3	$1.09M	Sell	5,563 -232	-4%	-$42.4K	0.31%	78
2025 Q2	$1M	Buy	+5,795	New	+$878K	0.32%	79
2024 Q1	$4.94M	Buy	36,543 +5,903	+19%	+$768K	2.62%	9
2023 Q4	$3.76M	Buy	+30,640	New	+$3.47M	2.42%	12

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

Tactive Advisors's IYW Position: Q2 2026 in Review

Tactive Advisors increased its iShares US Technology ETF (IYW) stake by 1.2% in Q2 2026, buying an estimated $13.8K and bringing the position to 5,133 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #74.

Tactive Advisors first reported a position in IYW in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.94M in Q1 2024. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Tactive Advisors held 5,133 shares of iShares US Technology ETF worth $1.29M as of Q2 2026.
Tactive Advisors bought 60 iShares US Technology ETF shares in Q2 2026, an estimated $13.8K.
iShares US Technology ETF made up 0.32% of Tactive Advisors's portfolio in Q2 2026, its #74 holding.
Tactive Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 7 quarters since.
Tactive Advisors's iShares US Technology ETF position peaked at $4.94M in Q1 2024.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.