Vestmark Advisory Solutions’s iShares US Technology ETF IYW Stock Holding History

Vestmark Advisory Solutions’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	$1.12M	Buy	4,435 +6	+0.1%	+$1.38K	0.01%	928
2026 Q1	$804K	Buy	+4,429	New	+$856K	0.01%	937
2025 Q4	–	Sell	-14,115	Closed	-$2.76M	–	1262
2025 Q3	$2.76M	Sell	14,115 -172,677	-92%	-$31.6M	0.05%	346
2025 Q2	$32.4M	Buy	186,792 +142,726	+324%	+$21.6M	0.47%	44
2025 Q1	$6.19M	Buy	+44,066	New	+$6.86M	0.16%	170
2023 Q3	–	Sell	-13,875	Closed	-$1.51M	–	666
2023 Q2	$1.51M	Buy	13,875 +764	+6%	+$75K	0.06%	360
2023 Q1	$1.22M	Sell	13,111 -1,636	-11%	-$137K	0.05%	392
2022 Q4	$1.1M	Buy	14,747 +4,501	+44%	+$344K	0.05%	389
2022 Q3	$752K	Buy	10,246 +1,821	+22%	+$154K	0.04%	451
2022 Q2	$674K	Buy	8,425 +3,101	+58%	+$274K	0.04%	472
2022 Q1	$549K	Buy	5,324 +176	+3%	+$18K	0.03%	508
2021 Q4	$591K	Buy	5,148 +195	+4%	+$21.6K	0.03%	491
2021 Q3	$502K	Sell	4,953 -144	-3%	-$15K	0.03%	488
2021 Q2	$507K	Buy	5,097 +21	+0.4%	+$1.96K	0.04%	472
2021 Q1	$445K	Sell	5,076 -171	-3%	-$15K	0.04%	469
2020 Q4	$446K	Buy	5,247 +471	+10%	+$37.6K	0.05%	381
2020 Q3	$359K	Sell	4,776 -248	-5%	-$18.1K	0.05%	382
2020 Q2	$339K	Sell	5,024 -656	-12%	-$39.6K	0.05%	379
2020 Q1	$290K	Buy	+5,680	New	+$329K	0.06%	369
2019 Q4	–	Sell	-5,628	Closed	-$287K	–	400
2019 Q3	$287K	Sell	5,628 -240	-4%	-$12.2K	0.05%	422
2019 Q2	$290K	Sell	5,868 -472	-7%	-$23.1K	0.05%	418
2019 Q1	$302K	Buy	+6,340	New	+$282K	0.05%	396

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

Vestmark Advisory Solutions's IYW Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares US Technology ETF (IYW) stake by 0.14% in Q2 2026, buying an estimated $1.38K and bringing the position to 4,435 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #928.

Vestmark Advisory Solutions first reported a position in IYW in Q1 2019 and has held it in 22 quarters since. The position peaked at $32.4M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Vestmark Advisory Solutions held 4,435 shares of iShares US Technology ETF worth $1.12M as of Q2 2026.
Vestmark Advisory Solutions bought 6 iShares US Technology ETF shares in Q2 2026, an estimated $1.38K.
iShares US Technology ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #928 holding.
Vestmark Advisory Solutions first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 22 quarters since.
Vestmark Advisory Solutions's iShares US Technology ETF position peaked at $32.4M in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.