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Vident Advisory’s iShares US Technology ETF IYW Stock Holding History

Vident Advisory’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 		$411K Buy
1,631
+78
+5% +$17.9K ﹤0.01% 1463
2026
Q1 		$282K Sell
1,553
-95
-6% -$18.4K ﹤0.01% 1531
2025
Q4 		$329K Sell
1,648
-351
-18% -$70.2K ﹤0.01% 1348
2025
Q3 		$392K Buy
1,999
+670
+50% +$123K ﹤0.01% 1290
2025
Q2 		$230K Buy
+1,329
New +$201K ﹤0.01% 1439
2025
Q1 		– Sell
-2,979
Closed -$475K – 1594
2024
Q4 		$475K Buy
+2,979
New +$471K 0.01% 982

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 22.9% 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

Vident Advisory's IYW Position: Q2 2026 in Review

Vident Advisory increased its iShares US Technology ETF (IYW) stake by 5% in Q2 2026, buying an estimated $17.9K and bringing the position to 1,631 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Vident Advisory first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $475K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Vident Advisory held 1,631 shares of iShares US Technology ETF worth $411K as of Q2 2026.
  • Vident Advisory bought 78 iShares US Technology ETF shares in Q2 2026, an estimated $17.9K.
  • iShares US Technology ETF made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1463 holding.
  • Vident Advisory first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Vident Advisory's iShares US Technology ETF position peaked at $475K in Q4 2024.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.