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

Virtue 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 		$2.98M Buy
+11,808
New +$2.71M 0.4% 57
2025
Q4 		– Sell
-3,547
Closed -$239K – 329
2025
Q3 		$239K Sell
3,547
-12,230
-78% -$2.24M 0.04% 271
2025
Q2 		$2.73M Buy
15,777
+2,249
+17% +$341K 0.5% 37
2025
Q1 		$1.89M Sell
13,528
-1,417
-9% -$221K 0.22% 83
2024
Q4 		$2.38M Sell
14,945
-383
-2% -$60.6K 0.48% 39
2024
Q3 		$2.32M Buy
15,328
+790
+5% +$116K 0.47% 39
2024
Q2 		$2.19M Buy
+14,538
New +$2.01M 0.38% 48
2022
Q4 		– Sell
-15,289
Closed -$1.12M – 387
2022
Q3 		$1.12M Sell
15,289
-31,527
-67% -$2.67M 0.18% 57
2022
Q2 		$3.74M Buy
46,816
+14,357
+44% +$1.27M 0.59% 17
2022
Q1 		$3.35M Sell
32,459
-13,193
-29% -$1.35M 0.53% 31
2021
Q4 		$5.24M Buy
45,652
+10,799
+31% +$1.2M 0.77% 24
2021
Q3 		$3.53M Buy
+34,853
New +$3.64M 0.62% 27
2020
Q1 		– Sell
-7,300
Closed -$424K – 123
2019
Q4 		$424K Sell
7,300
-172
-2% -$9.36K 0.12% 161
2019
Q3 		$381K Buy
7,472
+1,444
+24% +$73.4K 0.13% 168
2019
Q2 		$298K Buy
6,028
+72
+1% +$3.52K 0.11% 163
2019
Q1 		$284K Buy
+5,956
New +$265K 0.1% 74
2018
Q4 		– Sell
-37,072
Closed -$1.8M – 167
2018
Q3 		$1.8M Buy
37,072
+19,176
+107% +$906K 0.38% 73
2018
Q2 		$798K Buy
17,896
+4,024
+29% +$178K 0.39% 73
2018
Q1 		$588K Buy
13,872
+3,152
+29% +$136K 0.31% 106
2017
Q4 		$436K Buy
+10,720
New +$430K 0.25% 114

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

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

Virtue Capital Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 11,808 shares worth $2.98M. The stake represents 0.4% of the portfolio and ranks #57 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in IYW as recently as Q3 2025.

Virtue Capital Management first reported a position in IYW in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.24M in Q4 2021. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Virtue Capital Management held 11,808 shares of iShares US Technology ETF worth $2.98M as of Q2 2026.
  • iShares US Technology ETF was a new Virtue Capital Management position in Q2 2026.
  • iShares US Technology ETF made up 0.4% of Virtue Capital Management's portfolio in Q2 2026, its #57 holding.
  • Virtue Capital Management first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 20 quarters since.
  • Virtue Capital Management's iShares US Technology ETF position peaked at $5.24M in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.