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

Verdence Capital 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 		$471K Sell
1,867
-19
-1% -$4.36K 0.02% 446
2026
Q1 		$342K Sell
1,886
-16
-0.8% -$3.09K 0.02% 504
2025
Q4 		$380K Buy
1,902
+35
+2% +$7K 0.02% 494
2025
Q3 		$387K Sell
1,867
-204
-10% -$37.3K 0.02% 520
2025
Q2 		$359K Sell
2,071
-22
-1% -$3.33K 0.02% 506
2025
Q1 		$294K Sell
2,093
-189
-8% -$29.4K 0.02% 532
2024
Q4 		$364K Buy
2,282
+206
+10% +$32.6K 0.03% 438
2024
Q3 		$315K Sell
2,076
-48
-2% -$7.06K 0.03% 506
2024
Q2 		$320K Sell
2,124
-19
-0.9% -$2.63K 0.03% 448
2024
Q1 		$289K Buy
2,143
+37
+2% +$4.82K 0.03% 489
2023
Q4 		$259K Sell
2,106
-56
-3% -$6.34K 0.03% 502
2023
Q3 		$227K Buy
2,162
+290
+15% +$31.5K 0.02% 512
2023
Q2 		$204K Buy
+1,872
New +$184K 0.02% 511
2022
Q1 		– Sell
-1,904
Closed -$219K – 524
2021
Q4 		$219K Buy
+1,904
New +$211K 0.03% 469

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

Verdence Capital Advisors's IYW Position: Q2 2026 in Review

Verdence Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 1% in Q2 2026, selling an estimated $4.36K and leaving 1,867 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #446.

Verdence Capital Advisors first reported a position in IYW in Q4 2021 and has held it in 14 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Verdence Capital Advisors held 1,867 shares of iShares US Technology ETF worth $471K as of Q2 2026.
  • Verdence Capital Advisors sold 19 iShares US Technology ETF shares in Q2 2026, an estimated $4.36K.
  • iShares US Technology ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #446 holding.
  • Verdence Capital Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.