TWP
IYW icon

Tempus Wealth Planning’s iShares US Technology ETF IYW Stock Holding History

Tempus Wealth Planning’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 		$3.41M Sell
13,504
-333
-2% -$76.5K 0.67% 30
2026
Q1 		$2.51M Sell
13,837
-317
-2% -$61.3K 0.58% 39
2025
Q4 		$2.83M Sell
14,154
-384
-3% -$76.8K 0.65% 35
2025
Q3 		$2.85M Sell
14,538
-2,477
-15% -$453K 0.65% 32
2025
Q2 		$2.95M Buy
17,015
+215
+1% +$32.6K 0.73% 31
2025
Q1 		$2.36M Buy
16,800
+395
+2% +$61.5K 0.7% 37
2024
Q4 		$2.62M Sell
16,405
-147
-0.9% -$23.3K 0.8% 32
2024
Q3 		$2.51M Buy
16,552
+12
+0.1% +$1.76K 0.92% 26
2024
Q2 		$2.49M Buy
16,540
+31
+0.2% +$4.28K 1.04% 20
2024
Q1 		$2.23M Buy
16,509
+252
+2% +$32.8K 0.98% 23
2023
Q4 		$2M Buy
16,257
+924
+6% +$105K 0.88% 29
2023
Q3 		$1.61M Sell
15,333
-66
-0.4% -$7.18K 0.81% 25
2023
Q2 		$1.68M Buy
15,399
+558
+4% +$54.8K 0.76% 38
2023
Q1 		$1.38M Buy
14,841
+1,503
+11% +$126K 0.67% 34
2022
Q4 		$994K Buy
13,338
+409
+3% +$31.3K 0.6% 49
2022
Q3 		$949K Buy
12,929
+18
+0.1% +$1.53K 0.63% 43
2022
Q2 		$1.03M Buy
12,911
+10
+0.1% +$885 0.85% 29
2022
Q1 		$1.33M Sell
12,901
-3,893
-23% -$397K 0.95% 27
2021
Q4 		$1.93M Hold
16,794
– – 1.04% 23
2021
Q3 		$1.7M Sell
16,794
-229
-1% -$23.9K 0.96% 25
2021
Q2 		$1.69M Buy
+17,023
New +$1.59M 1.12% 22

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

Tempus Wealth Planning's IYW Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares US Technology ETF (IYW) stake by 2.4% in Q2 2026, selling an estimated $76.5K and leaving 13,504 shares worth $3.41M. The position accounts for 0.67% of the portfolio, ranked #30.

Tempus Wealth Planning first reported a position in IYW in Q2 2021 and has held it in 21 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Tempus Wealth Planning held 13,504 shares of iShares US Technology ETF worth $3.41M as of Q2 2026.
  • Tempus Wealth Planning sold 333 iShares US Technology ETF shares in Q2 2026, an estimated $76.5K.
  • iShares US Technology ETF made up 0.67% of Tempus Wealth Planning's portfolio in Q2 2026, its #30 holding.
  • Tempus Wealth Planning first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.