Valtinson Bruner Financial Planning’s iShares US Technology ETF IYW Stock Holding History

Valtinson Bruner Financial Planning’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	$390K	Hold	1,545	–	–	0.1%	109
2026 Q1	$280K	Buy	1,545 +45	+3%	+$8.7K	0.08%	131
2025 Q4	$300K	Sell	1,500 -27	-2%	-$5.4K	0.09%	122
2025 Q3	$299K	Buy	1,527 +40	+3%	+$7.32K	0.09%	119
2025 Q2	$258K	Buy	+1,487	New	+$225K	0.08%	125
2025 Q1	–	Sell	-1,329	Closed	-$212K	–	152
2024 Q4	$212K	Sell	1,329 -373	-22%	-$59K	0.07%	138
2024 Q3	$258K	Buy	+1,702	New	+$250K	0.09%	118

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

Valtinson Bruner Financial Planning's IYW Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,545 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #109.

Valtinson Bruner Financial Planning first reported a position in IYW in Q3 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Valtinson Bruner Financial Planning held 1,545 shares of iShares US Technology ETF worth $390K as of Q2 2026.
Valtinson Bruner Financial Planning left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #109 holding.
Valtinson Bruner Financial Planning first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.