Viewpoint Capital Management’s iShares US Technology ETF IYW Stock Holding History

Viewpoint Capital Management’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	–	Sell	-2	Closed	-$363	–	128
2026 Q1	$363	Hold	2	–	–	﹤0.01%	132
2025 Q4	$399	Sell	2 -23	-92%	-$4.6K	﹤0.01%	132
2025 Q3	$4.9K	Buy	25 +24	+2,400%	+$4.39K	﹤0.01%	141
2025 Q2	$173	Buy	+1	New	+$152	﹤0.01%	134

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

Viewpoint Capital Management's IYW Position: Q2 2026 in Review

Viewpoint Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 2 shares — an estimated $363 sold.

Viewpoint Capital Management first reported a position in IYW in Q2 2025 and held it in 4 quarters. The position peaked at $4.9K in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Viewpoint Capital Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Viewpoint Capital Management sold 2 iShares US Technology ETF shares in Q2 2026, an estimated $363.
Viewpoint Capital Management first reported a position in iShares US Technology ETF in Q2 2025 and held it in 4 quarters.
Viewpoint Capital Management's iShares US Technology ETF position peaked at $4.9K in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.