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VestGen Advisors’s iShares US Technology ETF IYW Stock Holding History

VestGen 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 		$4.41M Buy
17,467
+1,859
+12% +$427K 0.13% 159
2026
Q1 		$3.7M Buy
15,608
+879
+6% +$170K 0.1% 181
2025
Q4 		$2.94M Sell
14,729
-996
-6% -$199K 0.13% 166
2025
Q3 		$3.08M Buy
15,725
+13,572
+630% +$2.48M 0.1% 189
2025
Q2 		$390K Sell
2,153
-14,342
-87% -$2.17M 0.02% 457
2025
Q1 		$2.32M Buy
+16,495
New +$2.57M 0.11% 172

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

VestGen Advisors's IYW Position: Q2 2026 in Review

VestGen Advisors increased its iShares US Technology ETF (IYW) stake by 12% in Q2 2026, buying an estimated $427K and bringing the position to 17,467 shares worth $4.41M. The position accounts for 0.13% of the portfolio, ranked #159.

VestGen Advisors first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • VestGen Advisors held 17,467 shares of iShares US Technology ETF worth $4.41M as of Q2 2026.
  • VestGen Advisors bought 1,859 iShares US Technology ETF shares in Q2 2026, an estimated $427K.
  • iShares US Technology ETF made up 0.13% of VestGen Advisors's portfolio in Q2 2026, its #159 holding.
  • VestGen Advisors first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.