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

TritonPoint 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	$23.3M	Sell	92,429 -2,897	-3%	-$665K	2.29%	9
2026 Q1	$17.3M	Sell	95,326 -1,552	-2%	-$300K	1.85%	9
2025 Q4	$19.3M	Sell	96,878 -9,286	-9%	-$1.86M	1.96%	8
2025 Q3	$20.8M	Sell	106,164 -1,208	-1%	-$221K	1.78%	10
2025 Q2	$18.6M	Sell	107,372 -1,374	-1%	-$208K	1.72%	10
2025 Q1	$15.3M	Sell	108,746 -3,320	-3%	-$517K	1.45%	13
2024 Q4	$17.9M	Buy	112,066 +5,456	+5%	+$863K	1.62%	11
2024 Q3	$16.1M	Sell	106,610 -6,421	-6%	-$944K	1.47%	12
2024 Q2	$17M	Sell	113,031 -2,301	-2%	-$318K	1.64%	11
2024 Q1	$13.1M	Buy	115,332 +7,831	+7%	+$1.02M	1.37%	16
2023 Q4	$13.2M	Buy	+107,501	New	+$12.2M	1.29%	16

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 Wealth's IYW Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares US Technology ETF (IYW) stake by 3% in Q2 2026, selling an estimated $665K and leaving 92,429 shares worth $23.3M. The position accounts for 2.29% of the portfolio, ranked #9.

TritonPoint Wealth first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

TritonPoint Wealth held 92,429 shares of iShares US Technology ETF worth $23.3M as of Q2 2026.
TritonPoint Wealth sold 2,897 iShares US Technology ETF shares in Q2 2026, an estimated $665K.
iShares US Technology ETF made up 2.29% of TritonPoint Wealth's portfolio in Q2 2026, its #9 holding.
TritonPoint Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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