Venture Visionary Partners’s iShares US Technology ETF IYW Stock Holding History

Venture Visionary Partners’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	$485K	Hold	1,924	–	–	0.01%	480
2026 Q1	$349K	Hold	1,924	–	–	0.01%	491
2025 Q4	$384K	Hold	1,924	–	–	0.01%	483
2025 Q3	$377K	Sell	1,924 -213	-10%	-$39K	0.01%	475
2025 Q2	$370K	Buy	2,137 +129	+6%	+$19.6K	0.01%	460
2025 Q1	$282K	Hold	2,008	–	–	0.01%	473
2024 Q4	$320K	Buy	2,008 +84	+4%	+$13.3K	0.01%	445
2024 Q3	$292K	Hold	1,924	–	–	0.01%	461
2024 Q2	$290K	Hold	1,924	–	–	0.01%	461
2024 Q1	$260K	Hold	1,924	–	–	0.01%	473
2023 Q4	$236K	Hold	1,924	–	–	0.01%	463
2023 Q3	$202K	Hold	1,924	–	–	0.01%	467
2023 Q2	$209K	Buy	+1,924	New	+$189K	0.01%	478
2022 Q4	–	Sell	-3,024	Closed	-$221K	–	486
2022 Q3	$221K	Buy	3,024 +2,600	+613%	+$220K	0.02%	417
2022 Q2	$33.9K	Buy	+424	New	+$37.5K	﹤0.01%	899

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

Venture Visionary Partners's IYW Position: Q2 2026 in Review

Venture Visionary Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,924 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #480.

Venture Visionary Partners first reported a position in IYW in Q2 2022 and has held it in 15 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Venture Visionary Partners held 1,924 shares of iShares US Technology ETF worth $485K as of Q2 2026.
Venture Visionary Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #480 holding.
Venture Visionary Partners first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 15 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.