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TD Private Client Wealth’s iShares US Technology ETF IYW Stock Holding History

TD Private Client Wealth’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 		$471K Buy
1,869
+740
+66% +$170K 0.01% 512
2026
Q1 		$205K Sell
1,129
-63
-5% -$12.2K ﹤0.01% 643
2025
Q4 		$238K Buy
1,192
+46
+4% +$9.2K 0.01% 630
2025
Q3 		$225K Sell
1,146
-822
-42% -$150K 0.01% 637
2025
Q2 		$341K Sell
1,968
-1,098
-36% -$166K 0.01% 529
2025
Q1 		$431K Buy
3,066
+204
+7% +$31.8K 0.01% 466
2024
Q4 		$457K Sell
2,862
-133
-4% -$21K 0.01% 458
2024
Q3 		$454K Buy
2,995
+184
+7% +$27.1K 0.01% 466
2024
Q2 		$423K Sell
2,811
-110
-4% -$15.2K 0.01% 458
2024
Q1 		$395K Buy
2,921
+1,857
+175% +$242K 0.01% 479
2023
Q4 		$131K Sell
1,064
-658
-38% -$74.5K ﹤0.01% 637
2023
Q3 		$181K Sell
1,722
-224
-12% -$24.4K 0.01% 561
2023
Q2 		$212K Buy
1,946
+189
+11% +$18.6K 0.01% 550
2023
Q1 		$163K Sell
1,757
-957
-35% -$80.3K 0.01% 579
2022
Q4 		$202K Sell
2,714
-474
-15% -$36.3K 0.01% 541
2022
Q3 		$234K Buy
3,188
+1,340
+73% +$114K 0.01% 512
2022
Q2 		$148K Buy
1,848
+979
+113% +$86.6K 0.01% 566
2022
Q1 		$89.5K Buy
+869
New +$88.7K ﹤0.01% 652

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

TD Private Client Wealth's IYW Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares US Technology ETF (IYW) stake by 66% in Q2 2026, buying an estimated $170K and bringing the position to 1,869 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #512.

TD Private Client Wealth first reported a position in IYW in Q1 2022 and has held it in 18 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • TD Private Client Wealth held 1,869 shares of iShares US Technology ETF worth $471K as of Q2 2026.
  • TD Private Client Wealth bought 740 iShares US Technology ETF shares in Q2 2026, an estimated $170K.
  • iShares US Technology ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #512 holding.
  • TD Private Client Wealth first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.