USA Financial Formulas’s iShares US Technology ETF IYW Stock Holding History

USA Financial Formulas’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	$6.14M	Buy	+24,341	New	+$5.59M	1.12%	9
2026 Q1	–	Sell	-13,126	Closed	-$2.62M	–	490
2025 Q4	$2.62M	Sell	13,126 -2,075	-14%	-$415K	0.48%	12
2025 Q3	$2.98M	Sell	15,201 -5,228	-26%	-$956K	0.52%	13
2025 Q2	$3.54M	Buy	+20,429	New	+$3.1M	0.6%	18
2017 Q3	–	Sell	-23,212	Closed	-$811K	–	293
2017 Q2	$811K	Buy	+23,212	New	+$814K	0.2%	108

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

USA Financial Formulas's IYW Position: Q2 2026 in Review

USA Financial Formulas opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 24,341 shares worth $6.14M. The stake represents 1.12% of the portfolio and ranks #9 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in IYW as recently as Q4 2025.

USA Financial Formulas first reported a position in IYW in Q2 2017 and has held it in 5 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

USA Financial Formulas held 24,341 shares of iShares US Technology ETF worth $6.14M as of Q2 2026.
iShares US Technology ETF was a new USA Financial Formulas position in Q2 2026.
iShares US Technology ETF made up 1.12% of USA Financial Formulas's portfolio in Q2 2026, its #9 holding.
USA Financial Formulas first reported a position in iShares US Technology ETF in Q2 2017 and has held it in 5 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.