Twin Peaks Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Twin Peaks Wealth 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	-927	Closed	-$168K	–	1226
2026 Q1	$168K	Buy	+927	New	+$179K	0.04%	212
2025 Q3	–	Sell	-13,094	Closed	-$2.43M	–	1160
2025 Q2	$2.43M	Sell	13,094 -700	-5%	-$106K	0.79%	30
2025 Q1	$1.89M	Buy	13,794 +1,886	+16%	+$294K	0.86%	29
2024 Q4	$1.9M	Buy	11,908 +594	+5%	+$94K	0.8%	32
2024 Q3	$1.72M	Buy	11,314 +701	+7%	+$103K	0.79%	32
2024 Q2	$1.6M	Buy	10,613 +1,876	+21%	+$259K	0.8%	35
2024 Q1	$1.18M	Buy	8,737 +2,216	+34%	+$288K	0.66%	38
2023 Q4	$800K	Buy	+6,521	New	+$739K	0.51%	41

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

Twin Peaks Wealth Advisors's IYW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 927 shares — an estimated $168K sold.

Twin Peaks Wealth Advisors first reported a position in IYW in Q4 2023 and held it in 8 quarters. The position peaked at $2.43M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 927 iShares US Technology ETF shares in Q2 2026, an estimated $168K.
Twin Peaks Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2023 and held it in 8 quarters.
Twin Peaks Wealth Advisors's iShares US Technology ETF position peaked at $2.43M in Q2 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.