UBS AM’s iShares US Technology ETF IYW Stock Holding History

UBS AM’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	$3.18M	Sell	12,624 -1,170	-8%	-$269K	﹤0.01%	1845
2026 Q1	$2.5M	Buy	13,794 +9,438	+217%	+$1.82M	﹤0.01%	1932
2025 Q4	$870K	Buy	+4,356	New	+$871K	﹤0.01%	2184
2019 Q4	–	Sell	-712	Closed	-$36.3K	–	2704
2019 Q3	$36.3K	Hold	712	–	–	﹤0.01%	2746
2019 Q2	$35.2K	Hold	712	–	–	﹤0.01%	2718
2019 Q1	$33.9K	Sell	712 -112	-14%	-$4.98K	﹤0.01%	2643
2018 Q4	$32.9K	Hold	824	–	–	﹤0.01%	2604
2018 Q3	$40K	Sell	824 -1,156	-58%	-$54.6K	﹤0.01%	2588
2018 Q2	$88.2K	Buy	1,980 +312	+19%	+$13.8K	﹤0.01%	2560
2018 Q1	$70.1K	Buy	+1,668	New	+$71.8K	﹤0.01%	2477
2017 Q1	–	Sell	-64	Closed	-$2K	–	2478
2016 Q4	$2K	Buy	+64	New	+$1.91K	﹤0.01%	2445

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

UBS AM's IYW Position: Q2 2026 in Review

UBS AM reduced its iShares US Technology ETF (IYW) stake by 8.5% in Q2 2026, selling an estimated $269K and leaving 12,624 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

UBS AM first reported a position in IYW in Q4 2016 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

UBS AM held 12,624 shares of iShares US Technology ETF worth $3.18M as of Q2 2026.
UBS AM sold 1,170 iShares US Technology ETF shares in Q2 2026, an estimated $269K.
iShares US Technology ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1845 holding.
UBS AM first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.