Wallace Hart’s iShares US Technology ETF IYW Stock Holding History

Wallace Hart’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	$4.17M	Buy	16,531 +1,071	+7%	+$246K	2.61%	4
2026 Q1	$2.8M	Buy	15,460 +6,285	+69%	+$1.21M	3.86%	6
2025 Q4	$1.83M	Buy	9,175 +7,203	+365%	+$1.44M	1.35%	9
2025 Q3	$386K	Buy	+1,972	New	+$361K	0.28%	31

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

Wallace Hart's IYW Position: Q2 2026 in Review

Wallace Hart increased its iShares US Technology ETF (IYW) stake by 6.9% in Q2 2026, buying an estimated $246K and bringing the position to 16,531 shares worth $4.17M. The position accounts for 2.61% of the portfolio, ranked #4.

Wallace Hart first reported a position in IYW in Q3 2025 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Wallace Hart held 16,531 shares of iShares US Technology ETF worth $4.17M as of Q2 2026.
Wallace Hart bought 1,071 iShares US Technology ETF shares in Q2 2026, an estimated $246K.
iShares US Technology ETF made up 2.61% of Wallace Hart's portfolio in Q2 2026, its #4 holding.
Wallace Hart first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 4 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wallace Hart's 13F filing for Q2 2026, filed 13 Aug 2026.