VWA
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Visionary Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Visionary Wealth Advisors’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 		$2.47M Sell
9,810
-59
-0.6% -$13.6K 0.1% 188
2026
Q1 		$1.79M Sell
9,869
-120
-1% -$23.2K 0.08% 207
2025
Q4 		$1.99M Buy
9,989
+1
+0% +$200 0.09% 199
2025
Q3 		$1.96M Buy
9,988
+335
+3% +$61.3K 0.09% 198
2025
Q2 		$1.67M Buy
9,653
+18
+0.2% +$2.73K 0.09% 211
2025
Q1 		$1.35M Sell
9,635
-32
-0.3% -$4.98K 0.08% 221
2024
Q4 		$1.54M Sell
9,667
-1,612
-14% -$255K 0.09% 200
2024
Q3 		$1.71M Sell
11,279
-87
-0.8% -$12.8K 0.1% 192
2024
Q2 		$1.71M Sell
11,366
-1,347
-11% -$186K 0.11% 185
2024
Q1 		$1.72M Buy
12,713
+26
+0.2% +$3.38K 0.12% 181
2023
Q4 		$1.56M Buy
12,687
+70
+0.6% +$7.93K 0.11% 182
2023
Q3 		$1.32M Hold
12,617
– – 0.11% 185
2023
Q2 		$1.37M Sell
12,617
-6,672
-35% -$655K 0.11% 183
2023
Q1 		$1.79M Hold
19,289
– – 0.15% 141
2022
Q4 		$1.44M Buy
19,289
+1
+0% +$77 0.13% 149
2022
Q3 		$1.42M Hold
19,288
– – 0.15% 135
2022
Q2 		$1.54M Hold
19,288
– – 0.14% 135
2022
Q1 		$1.99M Sell
19,288
-1,458
-7% -$149K 0.16% 124
2021
Q4 		$2.38M Buy
+20,746
New +$2.3M 0.2% 108

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

Visionary Wealth Advisors's IYW Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 0.6% in Q2 2026, selling an estimated $13.6K and leaving 9,810 shares worth $2.47M. The position accounts for 0.1% of the portfolio, ranked #188.

Visionary Wealth Advisors first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Visionary Wealth Advisors held 9,810 shares of iShares US Technology ETF worth $2.47M as of Q2 2026.
  • Visionary Wealth Advisors sold 59 iShares US Technology ETF shares in Q2 2026, an estimated $13.6K.
  • iShares US Technology ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Visionary Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.