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United Asset Strategies’s iShares US Technology ETF IYW Stock Holding History

United Asset Strategies’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 		$214K Buy
+850
New +$195K 0.02% 254
2018
Q4 		– Sell
-27,760
Closed -$206K – 199
2018
Q3 		$206K Sell
27,760
-16,260
-37% -$769K 0.05% 193
2018
Q2 		$303K Sell
44,020
-20
-0% -$885 0.08% 167
2018
Q1 		$297K Buy
44,040
+1,480
+3% +$63.7K 0.09% 163
2017
Q4 		$313K Buy
42,560
+5,560
+15% +$223K 0.08% 161
2017
Q3 		$281K Buy
37,000
+3,960
+12% +$145K 0.16% 108
2017
Q2 		$266K Buy
33,040
+2,500
+8% +$87.7K 0.08% 127
2017
Q1 		$247K Sell
30,540
-21,776
-42% -$707K 0.08% 125
2016
Q4 		$451K Buy
52,316
+320
+0.6% +$9.54K 0.15% 103
2016
Q3 		$419K Sell
51,996
-182,868
-78% -$5.24M 0.15% 99
2016
Q2 		$1.96M Sell
234,864
-32,668
-12% -$862K 0.73% 45
2016
Q1 		$2.06M Sell
267,532
-11,780
-4% -$298K 0.92% 36
2015
Q4 		$2.01M Buy
279,312
+15,808
+6% +$426K 0.87% 38
2015
Q3 		$1.78M Sell
263,504
-16,520
-6% -$427K 0.82% 43
2015
Q2 		$2.05M Sell
280,024
-45,280
-14% -$1.22M 0.92% 42
2015
Q1 		$2.5M Sell
325,304
-17,616
-5% -$463K 1.16% 33
2014
Q4 		$2.51M Sell
342,920
-28,884
-8% -$737K 1.07% 38
2014
Q3 		$2.78M Buy
+371,804
New +$9.29M 1.25% 30

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Asset Strategies's IYW Position: Q2 2026 in Review

United Asset Strategies opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 850 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: United Asset Strategies previously reported a position in IYW as recently as Q3 2018.

United Asset Strategies first reported a position in IYW in Q3 2014 and has held it in 18 quarters since. The position peaked at $2.78M in Q3 2014. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • United Asset Strategies held 850 shares of iShares US Technology ETF worth $214K as of Q2 2026.
  • iShares US Technology ETF was a new United Asset Strategies position in Q2 2026.
  • iShares US Technology ETF made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #254 holding.
  • United Asset Strategies first reported a position in iShares US Technology ETF in Q3 2014 and has held it in 18 quarters since.
  • United Asset Strategies's iShares US Technology ETF position peaked at $2.78M in Q3 2014.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.