Waldron Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Waldron Private Wealth’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	$321K	Hold	1,272	–	–	0.01%	284
2026 Q1	$231K	Hold	1,272	–	–	0.01%	314
2025 Q4	$254K	Hold	1,272	–	–	0.01%	292
2025 Q3	$249K	Buy	+1,272	New	+$233K	0.01%	280
2021 Q1	–	Sell	-3,418	Closed	-$290K	–	310
2020 Q4	$290K	Buy	3,418 +2	+0.1%	+$160	0.02%	234
2020 Q3	$257K	Buy	3,416 +4	+0.1%	+$292	0.02%	226
2020 Q2	$230K	Buy	+3,412	New	+$206K	0.02%	224

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

Waldron Private Wealth's IYW Position: Q2 2026 in Review

Waldron Private Wealth held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,272 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #284.

Waldron Private Wealth first reported a position in IYW in Q2 2020 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Waldron Private Wealth held 1,272 shares of iShares US Technology ETF worth $321K as of Q2 2026.
Waldron Private Wealth left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #284 holding.
Waldron Private Wealth first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.