Waddell & Associates’s iShares US Technology ETF IYW Stock Holding History

Waddell & Associates’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	$3.36M	Hold	13,316	–	–	0.17%	45
2026 Q1	$2.42M	Buy	13,316 +218	+2%	+$42.1K	0.14%	44
2025 Q4	$2.62M	Hold	13,098	–	–	0.18%	35
2025 Q3	$2.57M	Hold	13,098	–	–	0.22%	36
2025 Q2	$2.27M	Sell	13,098 -15	-0.1%	-$2.27K	0.24%	35
2025 Q1	$1.84M	Buy	13,113 +15	+0.1%	+$2.34K	0.22%	35
2024 Q4	$2.09M	Hold	13,098	–	–	0.21%	34
2024 Q3	$1.99M	Hold	13,098	–	–	0.24%	34
2024 Q2	$1.97M	Buy	13,098 +8	+0.1%	+$1.11K	0.26%	33
2024 Q1	$1.77M	Hold	13,090	–	–	0.24%	33
2023 Q4	$1.61M	Buy	13,090 +6,744	+106%	+$764K	0.22%	37
2023 Q3	$666K	Buy	6,346 +2,319	+58%	+$252K	0.1%	64
2023 Q2	$438K	Buy	+4,027	New	+$396K	0.06%	86

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Waddell & Associates's IYW Position: Q2 2026 in Review

Waddell & Associates held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 13,316 shares worth $3.36M. The position accounts for 0.17% of the portfolio, ranked #45.

Waddell & Associates first reported a position in IYW in Q2 2023 and has held it in 13 quarters since. 487 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Waddell & Associates held 13,316 shares of iShares US Technology ETF worth $3.36M as of Q2 2026.
Waddell & Associates left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.17% of Waddell & Associates's portfolio in Q2 2026, its #45 holding.
Waddell & Associates first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 13 quarters since.
487 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.