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Vise Technologies’s iShares US Technology ETF IYW Stock Holding History

Vise Technologies’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 		$5.77M Buy
22,885
+15,533
+211% +$3.57M 0.07% 248
2026
Q1 		$1.47M Hold
7,352
– – 0.03% 465
2025
Q4 		$1.47M Buy
7,352
+4,339
+144% +$868K 0.03% 466
2025
Q3 		$590K Buy
+3,013
New +$551K 0.02% 598

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

Vise Technologies's IYW Position: Q2 2026 in Review

Vise Technologies increased its iShares US Technology ETF (IYW) stake by 211% in Q2 2026, buying an estimated $3.57M and bringing the position to 22,885 shares worth $5.77M. The position accounts for 0.07% of the portfolio, ranked #248.

Vise Technologies first reported a position in IYW in Q3 2025 and has held it in 4 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Vise Technologies held 22,885 shares of iShares US Technology ETF worth $5.77M as of Q2 2026.
  • Vise Technologies bought 15,533 iShares US Technology ETF shares in Q2 2026, an estimated $3.57M.
  • iShares US Technology ETF made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #248 holding.
  • Vise Technologies first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.