TWM
IYW icon

Tradition Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Tradition Wealth 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 		$1.41M Hold
5,596
– – 0.09% 181
2026
Q1 		$1.02M Sell
5,596
-317
-5% -$61.3K 0.07% 196
2025
Q4 		$1.18M Sell
5,913
-326
-5% -$65.2K 0.08% 179
2025
Q3 		$1.22M Sell
6,239
-13,088
-68% -$2.39M 0.09% 169
2025
Q2 		$3.35M Sell
19,327
-2,576
-12% -$390K 0.27% 81
2025
Q1 		$3.08M Buy
21,903
+497
+2% +$77.4K 0.27% 81
2024
Q4 		$3.41M Sell
21,406
-790
-4% -$125K 0.3% 76
2024
Q3 		$3.37M Sell
22,196
-1,117
-5% -$164K 0.3% 75
2024
Q2 		$3.51M Buy
23,313
+4,794
+26% +$663K 0.34% 68
2024
Q1 		$2.5M Sell
18,519
-23
-0.1% -$2.99K 0.25% 81
2023
Q4 		$2.28M Buy
18,542
+4,600
+33% +$521K 0.24% 77
2023
Q3 		$1.46M Sell
13,942
-12,276
-47% -$1.33M 0.17% 103
2023
Q2 		$2.85M Buy
26,218
+222
+0.9% +$21.8K 0.33% 71
2023
Q1 		$2.41M Buy
25,996
+5,898
+29% +$495K 0.3% 72
2022
Q4 		$1.5M Buy
20,098
+17,780
+767% +$1.36M 0.21% 87
2022
Q3 		$170K Hold
2,318
– – 0.03% 278
2022
Q2 		$185K Sell
2,318
-264
-10% -$23.4K 0.03% 271
2022
Q1 		$266K Hold
2,582
– – 0.03% 255
2021
Q4 		$296K Buy
2,582
+1
+0% +$111 0.04% 245
2021
Q3 		$261K Hold
2,581
– – 0.04% 239
2021
Q2 		$257K Buy
2,581
+1
+0% +$93 0.04% 249
2021
Q1 		$226K Hold
2,580
– – 0.04% 236
2020
Q4 		$220K Buy
+2,580
New +$206K 0.04% 222

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

Tradition Wealth Management's IYW Position: Q2 2026 in Review

Tradition Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 5,596 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #181.

Tradition Wealth Management first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.51M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Tradition Wealth Management held 5,596 shares of iShares US Technology ETF worth $1.41M as of Q2 2026.
  • Tradition Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.09% of Tradition Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Tradition Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's iShares US Technology ETF position peaked at $3.51M in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.