TFA
IYW icon

Transamerica Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Transamerica Financial 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 		$28.4K Sell
112
-105
-48% -$24.1K ﹤0.01% 798
2026
Q1 		$39.4K Sell
217
-14,494
-99% -$2.8M ﹤0.01% 683
2025
Q4 		$2.94M Sell
14,711
-97
-0.7% -$19.4K 0.25% 102
2025
Q3 		$2.9M Buy
14,808
+104
+0.7% +$19K 0.24% 92
2025
Q2 		$2.55M Sell
14,704
-211
-1% -$32K 0.24% 95
2025
Q1 		$2.1M Buy
14,915
+52
+0.3% +$8.1K 0.21% 103
2024
Q4 		$2.37M Sell
14,863
-123
-0.8% -$19.5K 0.23% 97
2024
Q3 		$2.27M Sell
14,986
-1,290
-8% -$190K 0.22% 105
2024
Q2 		$2.45M Hold
16,276
– – 0.26% 94
2024
Q1 		$2.2M Buy
16,276
+4,915
+43% +$640K 0.22% 102
2023
Q4 		$1.4M Buy
11,361
+174
+2% +$19.7K 0.19% 87
2023
Q3 		$1.17M Buy
11,187
+902
+9% +$98.1K 0.16% 112
2023
Q2 		$1.12M Sell
10,285
-31
-0.3% -$3.04K 0.15% 123
2023
Q1 		$958K Sell
10,316
-2,529
-20% -$212K 0.13% 135
2022
Q4 		$957K Sell
12,845
-325
-2% -$24.9K 0.14% 138
2022
Q3 		$967K Sell
13,170
-580
-4% -$49.2K 0.14% 119
2022
Q2 		$1.1M Buy
+13,750
New +$1.22M 0.16% 99
2020
Q3 		– Sell
-19,456
Closed -$1.31M – 345
2020
Q2 		$1.31M Buy
+19,456
New +$1.17M 0.29% 63
2019
Q3 		– Sell
-61,032
Closed -$3.02M – 329
2019
Q2 		$3.02M Buy
+61,032
New +$2.98M 0.65% 35
2019
Q1 		– Sell
-48,444
Closed -$1.94M – 291
2018
Q4 		$1.94M Sell
48,444
-3,556
-7% -$154K 0.5% 47
2018
Q3 		$2.52M Sell
52,000
-85,316
-62% -$4.03M 0.54% 50
2018
Q2 		$6.12M Buy
137,316
+28,412
+26% +$1.26M 1.35% 18
2018
Q1 		$4.58M Buy
108,904
+44,108
+68% +$1.9M 0.68% 50
2017
Q4 		$2.64M Sell
64,796
-63,444
-49% -$2.54M 0.35% 90
2017
Q3 		$4.81M Sell
128,240
-12,512
-9% -$458K 0.59% 61
2017
Q2 		$4.92M Buy
140,752
+73,032
+108% +$2.56M 0.67% 51
2017
Q1 		$2.29M Sell
67,720
-664
-1% -$21.6K 0.27% 102
2016
Q4 		$2.06M Sell
68,384
-2,336
-3% -$69.7K 0.25% 112
2016
Q3 		$2.1M Buy
70,720
+21,832
+45% +$626K 0.23% 110
2016
Q2 		$1.29M Sell
48,888
-16,212
-25% -$428K 0.13% 142
2016
Q1 		$1.77M Sell
65,100
-1,352
-2% -$34.1K 0.15% 128
2015
Q4 		$1.78M Sell
66,452
-5,648
-8% -$152K 0.13% 131
2015
Q3 		$1.78M Sell
72,100
-18,216
-20% -$471K 0.14% 117
2015
Q2 		$2.36M Buy
90,316
+33,632
+59% +$907K 0.17% 113
2015
Q1 		$1.49M Sell
56,684
-3,322,920
-98% -$87.3M 0.1% 143
2014
Q4 		$88.2M Buy
3,379,604
+978,244
+41% +$25M 6.93% 3
2014
Q3 		$60.5M Buy
2,401,360
+335,528
+16% +$8.38M 5.47% 3
2014
Q2 		$50M Sell
2,065,832
-845,492
-29% -$19.5M 4.36% 4
2014
Q1 		$66.3M Buy
2,911,324
+1,228,844
+73% +$27.4M 6.59% 4
2013
Q4 		$37.2M Buy
1,682,480
+348,652
+26% +$7.26M 4.04% 6
2013
Q3 		$26.3M Buy
1,333,828
+425,300
+47% +$8.26M 3.41% 8
2013
Q2 		$16.7M Buy
+908,528
New +$16.9M 2.73% 11

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

Transamerica Financial Advisors's IYW Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 48% in Q2 2026, selling an estimated $24.1K and leaving 112 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Transamerica Financial Advisors first reported a position in IYW in Q2 2013 and has held it in 42 quarters since. The position peaked at $88.2M in Q4 2014. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Transamerica Financial Advisors held 112 shares of iShares US Technology ETF worth $28.4K as of Q2 2026.
  • Transamerica Financial Advisors sold 105 iShares US Technology ETF shares in Q2 2026, an estimated $24.1K.
  • iShares US Technology ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #798 holding.
  • Transamerica Financial Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 42 quarters since.
  • Transamerica Financial Advisors's iShares US Technology ETF position peaked at $88.2M in Q4 2014.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.