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United Capital Management of KS’s iShares US Technology ETF IYW Stock Holding History

United Capital Management of KS’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 		$901K Sell
3,574
-97
-3% -$22.3K 0.12% 68
2026
Q1 		$666K Sell
3,671
-114
-3% -$22K 0.1% 72
2025
Q4 		$756K Sell
3,785
-165
-4% -$33K 0.11% 75
2025
Q3 		$774K Sell
3,950
-178
-4% -$32.6K 0.11% 76
2025
Q2 		$715K Sell
4,128
-66
-2% -$10K 0.11% 74
2025
Q1 		$589K Sell
4,194
-77
-2% -$12K 0.12% 65
2024
Q4 		$681K Sell
4,271
-61
-1% -$9.65K 0.12% 64
2024
Q3 		$657K Sell
4,332
-22
-0.5% -$3.23K 0.14% 60
2024
Q2 		$655K Sell
4,354
-133
-3% -$18.4K 0.14% 58
2024
Q1 		$606K Sell
4,487
-521
-10% -$67.8K 0.14% 63
2023
Q4 		$615K Sell
5,008
-273
-5% -$30.9K 0.19% 60
2023
Q3 		$554K Sell
5,281
-68
-1% -$7.39K 0.19% 61
2023
Q2 		$582K Sell
5,349
-123
-2% -$12.1K 0.19% 62
2023
Q1 		$508K Sell
5,472
-320
-6% -$26.9K 0.19% 63
2022
Q4 		$431K Sell
5,792
-1,273
-18% -$97.4K 0.18% 66
2022
Q3 		$518K Sell
7,065
-326
-4% -$27.6K 0.24% 66
2022
Q2 		$591K Sell
7,391
-544
-7% -$48.1K 0.28% 62
2022
Q1 		$818K Sell
7,935
-444
-5% -$45.3K 0.32% 64
2021
Q4 		$962K Sell
8,379
-824
-9% -$91.5K 0.36% 65
2021
Q3 		$932K Sell
9,203
-67
-0.7% -$6.99K 0.38% 64
2021
Q2 		$921K Sell
9,270
-724
-7% -$67.5K 0.38% 66
2021
Q1 		$877K Sell
9,994
-204
-2% -$17.9K 0.4% 63
2020
Q4 		$868K Sell
10,198
-1,734
-15% -$139K 0.4% 61
2020
Q3 		$898K Sell
11,932
-912
-7% -$66.6K 0.47% 56
2020
Q2 		$866K Sell
12,844
-4,676
-27% -$282K 0.51% 57
2020
Q1 		$895K Sell
17,520
-1,440
-8% -$83.5K 0.75% 43
2019
Q4 		$1.1M Sell
18,960
-1,140
-6% -$62K 0.7% 49
2019
Q3 		$1.02M Sell
20,100
-1,208
-6% -$61.4K 0.75% 44
2019
Q2 		$1.07M Buy
21,308
+28
+0.1% +$1.37K 0.81% 45
2019
Q1 		$1.09M Sell
21,280
-776
-4% -$34.5K 0.85% 46
2018
Q4 		$882K Sell
22,056
-416
-2% -$18K 0.82% 44
2018
Q3 		$1.07M Buy
+22,472
New +$1.06M 0.86% 37

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 Management of KS's IYW Position: Q2 2026 in Review

United Capital Management of KS reduced its iShares US Technology ETF (IYW) stake by 2.6% in Q2 2026, selling an estimated $22.3K and leaving 3,574 shares worth $901K. The position accounts for 0.12% of the portfolio, ranked #68.

United Capital Management of KS first reported a position in IYW in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.1M in Q4 2019. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • United Capital Management of KS held 3,574 shares of iShares US Technology ETF worth $901K as of Q2 2026.
  • United Capital Management of KS sold 97 iShares US Technology ETF shares in Q2 2026, an estimated $22.3K.
  • iShares US Technology ETF made up 0.12% of United Capital Management of KS's portfolio in Q2 2026, its #68 holding.
  • United Capital Management of KS first reported a position in iShares US Technology ETF in Q3 2018 and has held it in 32 quarters since.
  • United Capital Management of KS's iShares US Technology ETF position peaked at $1.1M in Q4 2019.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.