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

True Link 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	–	Sell	-570	Closed	-$103K	–	250
2026 Q1	$103K	Buy	+570	New	+$110K	0.01%	148
2023 Q4	–	Sell	-3,808	Closed	-$400K	–	85
2023 Q3	$400K	Sell	3,808 -1,335	-26%	-$145K	0.05%	81
2023 Q2	$560K	Sell	5,143 -100	-2%	-$9.82K	0.07%	73
2023 Q1	$487K	Sell	5,243 -200	-4%	-$16.8K	0.06%	82
2022 Q4	$405K	Sell	5,443 -7,374	-58%	-$564K	0.06%	82
2022 Q3	$940K	Buy	12,817 +4,864	+61%	+$412K	0.14%	57
2022 Q2	$636K	Sell	7,953 -1,480	-16%	-$131K	0.1%	78
2022 Q1	$972K	Sell	9,433 -16,958	-64%	-$1.73M	0.14%	62
2021 Q4	$3.03M	Sell	26,391 -3,175	-11%	-$352K	0.4%	22
2021 Q3	$2.99M	Sell	29,566 -94	-0.3%	-$9.81K	0.41%	24
2021 Q2	$2.95M	Hold	29,660	–	–	0.43%	23
2021 Q1	$2.6M	Hold	29,660	–	–	0.38%	30
2020 Q4	$2.52M	Buy	+29,660	New	+$2.37M	0.4%	28

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

True Link Financial Advisors's IYW Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 570 shares — an estimated $103K sold.

True Link Financial Advisors first reported a position in IYW in Q4 2020 and held it in 13 quarters. The position peaked at $3.03M in Q4 2021. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

True Link Financial Advisors reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 570 iShares US Technology ETF shares in Q2 2026, an estimated $103K.
True Link Financial Advisors first reported a position in iShares US Technology ETF in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's iShares US Technology ETF position peaked at $3.03M in Q4 2021.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.