TritonPoint Partners’s iShares US Technology ETF IYW Stock Holding History

TritonPoint 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	$23.7M	Buy	93,853 +91,676	+4,211%	+$21.1M	1.96%	10
2026 Q1	$395K	Buy	2,177 +568	+35%	+$110K	0.15%	135
2025 Q4	$321K	Buy	+1,609	New	+$322K	0.17%	121

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

TritonPoint Partners's IYW Position: Q2 2026 in Review

TritonPoint Partners increased its iShares US Technology ETF (IYW) stake by 4,211% in Q2 2026, buying an estimated $21.1M and bringing the position to 93,853 shares worth $23.7M. The position accounts for 1.96% of the portfolio, ranked #10.

TritonPoint Partners first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

TritonPoint Partners held 93,853 shares of iShares US Technology ETF worth $23.7M as of Q2 2026.
TritonPoint Partners bought 91,676 iShares US Technology ETF shares in Q2 2026, an estimated $21.1M.
iShares US Technology ETF made up 1.96% of TritonPoint Partners's portfolio in Q2 2026, its #10 holding.
TritonPoint Partners first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on TritonPoint Partners's 13F filing for Q2 2026, filed 13 Aug 2026.