Wealth Enhancement Advisory Services
IYW icon

Wealth Enhancement Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Wealth Enhancement Advisory Services’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 		$23.3M Buy
92,976
+959
+1% +$220K 0.04% 399
2026
Q1 		$17.1M Sell
92,017
-27,936
-23% -$5.4M 0.03% 441
2025
Q4 		$24.3M Buy
119,953
+234
+0.2% +$46.8K 0.03% 427
2025
Q3 		$23.7M Buy
119,719
+383
+0.3% +$70.1K 0.04% 416
2025
Q2 		$20.9M Sell
119,336
-23,955
-17% -$3.63M 0.03% 413
2025
Q1 		$20.1M Buy
143,291
+15,785
+12% +$2.46M 0.04% 395
2024
Q4 		$20.3M Buy
127,506
+19,941
+19% +$3.16M 0.04% 368
2024
Q3 		$16.3M Sell
107,565
-9,097
-8% -$1.34M 0.04% 392
2024
Q2 		$17.6M Sell
116,662
-896
-0.8% -$124K 0.04% 359
2024
Q1 		$15.9M Sell
117,558
-37,675
-24% -$4.9M 0.04% 369
2023
Q4 		$19.1M Buy
155,233
+30,878
+25% +$3.5M 0.06% 311
2023
Q3 		$13M Buy
124,355
+121,469
+4,209% +$13.2M 0.04% 353
2023
Q2 		$314K Buy
2,886
+458
+19% +$45K ﹤0.01% 429
2023
Q1 		$225K Buy
+2,428
New +$204K ﹤0.01% 489

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

Wealth Enhancement Advisory Services's IYW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Technology ETF (IYW) stake by 1% in Q2 2026, buying an estimated $220K and bringing the position to 92,976 shares worth $23.3M. The position accounts for 0.04% of the portfolio, ranked #399.

Wealth Enhancement Advisory Services first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.3M in Q4 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 92,976 shares of iShares US Technology ETF worth $23.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 959 iShares US Technology ETF shares in Q2 2026, an estimated $220K.
  • iShares US Technology ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #399 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Technology ETF position peaked at $24.3M in Q4 2025.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.