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Tyche Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Tyche Wealth 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 		$4.05M Buy
16,055
+56
+0.4% +$12.9K 0.57% 40
2026
Q1 		$2.9M Buy
15,999
+297
+2% +$57.4K 0.45% 50
2025
Q4 		$3.14M Sell
15,702
-889
-5% -$178K 0.5% 45
2025
Q3 		$3.25M Sell
16,591
-3,848
-19% -$704K 0.57% 40
2025
Q2 		$3.54M Buy
20,439
+6,014
+42% +$912K 0.71% 32
2025
Q1 		$2.03M Buy
14,425
+12,282
+573% +$1.91M 0.44% 48
2024
Q4 		$342K Buy
+2,143
New +$339K 0.07% 199
2024
Q1 		– Sell
-1,855
Closed -$228K – 297
2023
Q4 		$228K Buy
+1,855
New +$210K 0.05% 256

Other funds holding IYW

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tyche Wealth Partners's IYW Position: Q2 2026 in Review

Tyche Wealth Partners increased its iShares US Technology ETF (IYW) stake by 0.35% in Q2 2026, buying an estimated $12.9K and bringing the position to 16,055 shares worth $4.05M. The position accounts for 0.57% of the portfolio, ranked #40.

Tyche Wealth Partners first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. 1,146 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Tyche Wealth Partners held 16,055 shares of iShares US Technology ETF worth $4.05M as of Q2 2026.
  • Tyche Wealth Partners bought 56 iShares US Technology ETF shares in Q2 2026, an estimated $12.9K.
  • iShares US Technology ETF made up 0.57% of Tyche Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Tyche Wealth Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,146 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.