Verus Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Verus Capital 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	$234K	Sell	926 -1,862	-67%	-$428K	0.01%	438
2026 Q1	$506K	Sell	2,788 -2,513	-47%	-$486K	0.03%	265
2025 Q4	$1.06M	Sell	5,301 -159	-3%	-$31.8K	0.07%	163
2025 Q3	$1.07M	Sell	5,460 -6,195	-53%	-$1.13M	0.08%	148
2025 Q2	$2.02M	Sell	11,655 -247	-2%	-$37.4K	0.18%	76
2025 Q1	$1.67M	Buy	11,902 +167	+1%	+$26K	0.17%	85
2024 Q4	$1.87M	Sell	11,735 -2,130	-15%	-$337K	0.18%	78
2024 Q3	$2.1M	Buy	13,865 +1,760	+15%	+$259K	0.21%	72
2024 Q2	$1.82M	Sell	12,105 -282	-2%	-$39K	0.19%	78
2024 Q1	$1.67M	Buy	12,387 +3,053	+33%	+$397K	0.18%	82
2023 Q4	$1.15M	Buy	9,334 +6,558	+236%	+$743K	0.14%	94
2023 Q3	$291K	Sell	2,776 -2,234	-45%	-$243K	0.04%	225
2023 Q2	$545K	Sell	5,010 -50	-1%	-$4.91K	0.08%	149
2023 Q1	$470K	Buy	5,060 +1,408	+39%	+$118K	0.07%	161
2022 Q4	$272K	Buy	+3,652	New	+$279K	0.05%	215
2020 Q1	$59K	Sell	1,144 -1,436	-56%	-$83.2K	0.02%	444
2019 Q4	$150K	Buy	+2,580	New	+$140K	0.05%	281

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 22.9% 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

Verus Capital Partners's IYW Position: Q2 2026 in Review

Verus Capital Partners reduced its iShares US Technology ETF (IYW) stake by 67% in Q2 2026, selling an estimated $428K and leaving 926 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #438.

Verus Capital Partners first reported a position in IYW in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.1M in Q3 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Verus Capital Partners held 926 shares of iShares US Technology ETF worth $234K as of Q2 2026.
Verus Capital Partners sold 1,862 iShares US Technology ETF shares in Q2 2026, an estimated $428K.
iShares US Technology ETF made up 0.01% of Verus Capital Partners's portfolio in Q2 2026, its #438 holding.
Verus Capital Partners first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 17 quarters since.
Verus Capital Partners's iShares US Technology ETF position peaked at $2.1M in Q3 2024.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.