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United Capital Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

United Capital Financial 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 		$80.6M Sell
319,172
-272
-0.1% -$62.5K 0.44% 43
2026
Q1 		$58M Buy
319,444
+732
+0.2% +$141K 0.36% 53
2025
Q4 		$63.6M Buy
318,712
+196,862
+162% +$39.4M 0.38% 49
2025
Q3 		$23.9M Sell
121,850
-193,256
-61% -$35.4M 0.17% 110
2025
Q2 		$54.6M Sell
315,106
-29,335
-9% -$4.45M 0.44% 45
2025
Q1 		$48.4M Sell
344,441
-5,123
-1% -$798K 0.41% 49
2024
Q4 		$55.8M Sell
349,564
-25,816
-7% -$4.08M 0.47% 45
2024
Q3 		$56.9M Sell
375,380
-36,468
-9% -$5.36M 0.47% 49
2024
Q2 		$62M Sell
411,848
-16,827
-4% -$2.33M 0.53% 43
2024
Q1 		$57.9M Sell
428,675
-11,933
-3% -$1.55M 0.48% 44
2023
Q4 		$54.1M Buy
440,608
+116,144
+36% +$13.2M 0.45% 45
2023
Q3 		$34M Sell
324,464
-3,275
-1% -$356K 0.22% 94
2023
Q2 		$35.7M Sell
327,739
-12,901
-4% -$1.27M 0.19% 103
2023
Q1 		$31.6M Sell
340,640
-3,313
-1% -$278K 0.18% 112
2022
Q4 		$25.6M Buy
343,953
+5,620
+2% +$430K 0.14% 135
2022
Q3 		$24.8M Buy
338,333
+12,299
+4% +$1.04M 0.15% 135
2022
Q2 		$26.1M Buy
326,034
+1,390
+0.4% +$123K 0.14% 144
2022
Q1 		$33.5M Sell
324,644
-3,943
-1% -$403K 0.16% 130
2021
Q4 		$37.7M Buy
328,587
+12,906
+4% +$1.43M 0.17% 122
2021
Q3 		$32M Buy
315,681
+2,834
+0.9% +$296K 0.16% 133
2021
Q2 		$31.1M Buy
312,847
+3,658
+1% +$341K 0.16% 137
2021
Q1 		$27.1M Sell
309,189
-4,950
-2% -$434K 0.15% 151
2020
Q4 		$26.7M Sell
314,139
-16,909
-5% -$1.35M 0.16% 142
2020
Q3 		$24.9M Sell
331,048
-14,424
-4% -$1.05M 0.16% 147
2020
Q2 		$23.3M Buy
345,472
+12,932
+4% +$781K 0.17% 133
2020
Q1 		$17M Sell
332,540
-25,668
-7% -$1.49M 0.14% 158
2019
Q4 		$20.8M Buy
358,208
+7,012
+2% +$381K 0.13% 186
2019
Q3 		$17.9M Sell
351,196
-15,888
-4% -$807K 0.13% 198
2019
Q2 		$18.2M Buy
367,084
+89,212
+32% +$4.36M 0.12% 186
2019
Q1 		$13.1M Buy
277,872
+904
+0.3% +$40.2K 0.09% 245
2018
Q4 		$11.1M Sell
276,968
-165,696
-37% -$7.18M 0.09% 241
2018
Q3 		$21.5M Sell
442,664
-50,524
-10% -$2.39M 0.15% 150
2018
Q2 		$22M Sell
493,188
-142,440
-22% -$6.3M 0.16% 137
2018
Q1 		$26.7M Buy
635,628
+86,576
+16% +$3.73M 0.2% 117
2017
Q4 		$22.5M Sell
549,052
-60,240
-10% -$2.41M 0.18% 132
2017
Q3 		$22.8M Sell
609,292
-97,372
-14% -$3.57M 0.19% 120
2017
Q2 		$24.7M Buy
706,664
+85,612
+14% +$3M 0.22% 106
2017
Q1 		$21M Sell
621,052
-91,100
-13% -$2.96M 0.2% 113
2016
Q4 		$21.4M Sell
712,152
-107,352
-13% -$3.2M 0.21% 103
2016
Q3 		$24.4M Buy
819,504
+206,004
+34% +$5.9M 0.24% 94
2016
Q2 		$16.1M Buy
613,500
+378,596
+161% +$10M 0.16% 142
2016
Q1 		$6.37M Sell
234,904
-450,356
-66% -$11.4M 0.07% 289
2015
Q4 		$18.3M Buy
685,260
+437,320
+176% +$11.8M 0.21% 95
2015
Q3 		$6.13M Sell
247,940
-880,580
-78% -$22.7M 0.07% 278
2015
Q2 		$29.5M Sell
1,128,520
-79,296
-7% -$2.14M 0.34% 62
2015
Q1 		$32.4M Sell
1,207,816
-155,656
-11% -$4.09M 0.4% 56
2014
Q4 		$35.6M Sell
1,363,472
-148,968
-10% -$3.8M 0.53% 41
2014
Q3 		$38.1M Sell
1,512,440
-228,180
-13% -$5.7M 0.66% 27
2014
Q2 		$42.2M Sell
1,740,620
-2,284,156
-57% -$52.8M 0.78% 23
2014
Q1 		$91.6M Buy
4,024,776
+1,115,064
+38% +$24.9M 1.95% 3
2013
Q4 		$64.3M Buy
2,909,712
+227,672
+8% +$4.74M 2.19% 4
2013
Q3 		$52.8M Buy
2,682,040
+279,256
+12% +$5.42M 1.68% 11
2013
Q2 		$44.2M Buy
+2,402,784
New +$44.6M 1.17% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

United Capital Financial Advisors's IYW Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 0.09% in Q2 2026, selling an estimated $62.5K and leaving 319,172 shares worth $80.6M. The position accounts for 0.44% of the portfolio, ranked #43.

United Capital Financial Advisors first reported a position in IYW in Q2 2013 and has held it in 53 quarters since. The position peaked at $91.6M in Q1 2014. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • United Capital Financial Advisors held 319,172 shares of iShares US Technology ETF worth $80.6M as of Q2 2026.
  • United Capital Financial Advisors sold 272 iShares US Technology ETF shares in Q2 2026, an estimated $62.5K.
  • iShares US Technology ETF made up 0.44% of United Capital Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • United Capital Financial Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's iShares US Technology ETF position peaked at $91.6M in Q1 2014.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.