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Three Seasons Wealth’s iShares US Technology ETF IYW Stock Holding History

Three Seasons 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 		$10.8M Buy
42,945
+41,236
+2,413% +$9.47M 0.99% 7
2026
Q1 		$310K Sell
1,709
-47,356
-97% -$9.15M 0.12% 150
2025
Q4 		$9.8M Buy
49,065
+3,205
+7% +$641K 0.93% 7
2025
Q3 		$8.98M Buy
45,860
+44,178
+2,627% +$8.08M 0.89% 6
2025
Q2 		$291K Sell
1,682
-277
-14% -$42K 0.03% 91
2025
Q1 		$275K Sell
1,959
-36,465
-95% -$5.68M 0.14% 90
2024
Q4 		$6.13M Buy
38,424
+26,009
+209% +$4.12M 2.99% 8
2024
Q3 		$1.88M Sell
12,415
-19,481
-61% -$2.86M 0.99% 27
2024
Q2 		$4.8M Sell
31,896
-696
-2% -$96.2K 2.65% 8
2024
Q1 		$4.38M Buy
32,592
+8,794
+37% +$1.14M 3.07% 8
2023
Q4 		$2.92M Buy
23,798
+21,218
+822% +$2.4M 2.57% 9
2023
Q3 		$271K Buy
+2,580
New +$281K 0.27% 48

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

Three Seasons Wealth's IYW Position: Q2 2026 in Review

Three Seasons Wealth increased its iShares US Technology ETF (IYW) stake by 2,413% in Q2 2026, buying an estimated $9.47M and bringing the position to 42,945 shares worth $10.8M. The position accounts for 0.99% of the portfolio, ranked #7.

Three Seasons Wealth first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Three Seasons Wealth held 42,945 shares of iShares US Technology ETF worth $10.8M as of Q2 2026.
  • Three Seasons Wealth bought 41,236 iShares US Technology ETF shares in Q2 2026, an estimated $9.47M.
  • iShares US Technology ETF made up 0.99% of Three Seasons Wealth's portfolio in Q2 2026, its #7 holding.
  • Three Seasons Wealth first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.