Triad Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Triad Wealth Partners’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	$1.19M	Buy	4,903 +1,742	+55%	+$400K	0.07%	185
2026 Q1	$573K	Sell	3,161 -1,557	-33%	-$301K	0.05%	254
2025 Q4	$942K	Buy	4,718 +452	+11%	+$90.4K	0.09%	166
2025 Q3	$836K	Sell	4,266 -31,875	-88%	-$5.83M	0.11%	140
2025 Q2	$6.26M	Buy	36,141 +4,117	+13%	+$624K	1.26%	21
2025 Q1	$4.5M	Buy	32,024 +5,206	+19%	+$811K	1.4%	17
2024 Q4	$4.28M	Buy	26,818 +14,158	+112%	+$2.24M	1.54%	15
2024 Q3	$1.92M	Buy	12,660 +12,554	+11,843%	+$1.85M	1.02%	31
2024 Q2	$16K	Buy	+106	New	+$14.6K	0.01%	390

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Triad Wealth Partners's IYW Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares US Technology ETF (IYW) stake by 55% in Q2 2026, buying an estimated $400K and bringing the position to 4,903 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #185.

Triad Wealth Partners first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.26M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Triad Wealth Partners held 4,903 shares of iShares US Technology ETF worth $1.19M as of Q2 2026.
Triad Wealth Partners bought 1,742 iShares US Technology ETF shares in Q2 2026, an estimated $400K.
iShares US Technology ETF made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #185 holding.
Triad Wealth Partners first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's iShares US Technology ETF position peaked at $6.26M in Q2 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.