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IYW icon

TrueWealth Advisors’s iShares US Technology ETF IYW Stock Holding History

TrueWealth 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
Q3 		$951K Sell
3,589
-236
-6% -$58.9K 0.21% 92
2026
Q2 		$965K Buy
3,825
+231
+6% +$53.1K 0.22% 91
2026
Q1 		$652K Sell
3,594
-61
-2% -$11.8K 0.16% 115
2025
Q4 		$730K Sell
3,655
-26
-0.7% -$5.2K 0.19% 102
2025
Q3 		$721K Sell
3,681
-406
-10% -$74.3K 0.2% 99
2025
Q2 		$708K Sell
4,087
-92
-2% -$13.9K 0.21% 86
2025
Q1 		$587K Sell
4,179
-882
-17% -$137K 0.19% 96
2024
Q4 		$807K Buy
5,061
+46
+0.9% +$7.28K 0.27% 77
2024
Q3 		$760K Sell
5,015
-330
-6% -$48.5K 0.25% 80
2024
Q2 		$804K Sell
5,345
-64
-1% -$8.84K 0.3% 69
2024
Q1 		$731K Sell
5,409
-303
-5% -$39.4K 0.28% 67
2023
Q4 		$701K Buy
5,712
+338
+6% +$38.3K 0.27% 65
2023
Q3 		$564K Sell
5,374
-1,254
-19% -$136K 0.24% 76
2023
Q2 		$722K Sell
6,628
-330
-5% -$32.4K 0.3% 64
2023
Q1 		$646K Buy
6,958
+302
+5% +$25.3K 0.27% 70
2022
Q4 		$496K Buy
6,656
+969
+17% +$74.1K 0.22% 79
2022
Q3 		$417K Sell
5,687
-1,446
-20% -$123K 0.2% 87
2022
Q2 		$570K Sell
7,133
-8,075
-53% -$715K 0.27% 78
2022
Q1 		$1.75M Hold
15,208
– – 0.78% 32
2021
Q4 		$1.75M Buy
15,208
+648
+4% +$71.9K 0.78% 32
2021
Q3 		$1.47M Buy
14,560
+1,011
+7% +$105K 0.83% 28
2021
Q2 		$1.35M Buy
13,549
+839
+7% +$78.2K 0.79% 29
2021
Q1 		$1.18M Buy
12,710
+819
+7% +$71.8K 0.77% 28
2020
Q4 		$1.01M Buy
+11,891
New +$950K 0.87% 33

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TrueWealth Advisors's IYW Position: Q3 2026 in Review

TrueWealth Advisors reduced its iShares US Technology ETF (IYW) stake by 6.2% in Q3 2026, selling an estimated $58.9K and leaving 3,589 shares worth $951K. The position accounts for 0.21% of the portfolio, ranked #92.

TrueWealth Advisors first reported a position in IYW in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q1 2022. 1,084 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • TrueWealth Advisors held 3,589 shares of iShares US Technology ETF worth $951K as of Q3 2026.
  • TrueWealth Advisors sold 236 iShares US Technology ETF shares in Q3 2026, an estimated $58.9K.
  • iShares US Technology ETF made up 0.21% of TrueWealth Advisors's portfolio in Q3 2026, its #92 holding.
  • TrueWealth Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's iShares US Technology ETF position peaked at $1.75M in Q1 2022.
  • 1,084 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.