Wealth Quarterback’s iShares US Technology ETF IYW Stock Holding History

Wealth Quarterback’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	$339K	Sell	1,344 -512	-28%	-$118K	0.1%	120
2026 Q1	$337K	Sell	1,856 -8,644	-82%	-$1.67M	0.13%	118
2025 Q4	$2.1M	Sell	10,500 -9,147	-47%	-$1.83M	0.75%	25
2025 Q3	$3.85M	Buy	19,647 +843	+4%	+$154K	1.49%	15
2025 Q2	$3.26M	Buy	18,804 +10,256	+120%	+$1.55M	1.54%	13
2025 Q1	$1.2M	Buy	+8,548	New	+$1.33M	0.68%	31
2021 Q3	$1K	Buy	5 +1	+25%	+$104	﹤0.01%	788
2021 Q2	$1K	Buy	+4	New	+$373	﹤0.01%	802
2020 Q2	–	Sell	-108	Closed	-$5.6K	–	442
2020 Q1	$5.6K	Sell	108 -1,272	-92%	-$73.7K	0.01%	591
2019 Q4	$5.89K	Buy	+1,380	New	+$75.1K	0.01%	613

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

Wealth Quarterback's IYW Position: Q2 2026 in Review

Wealth Quarterback reduced its iShares US Technology ETF (IYW) stake by 28% in Q2 2026, selling an estimated $118K and leaving 1,344 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #120.

Wealth Quarterback first reported a position in IYW in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.85M in Q3 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Wealth Quarterback held 1,344 shares of iShares US Technology ETF worth $339K as of Q2 2026.
Wealth Quarterback sold 512 iShares US Technology ETF shares in Q2 2026, an estimated $118K.
iShares US Technology ETF made up 0.1% of Wealth Quarterback's portfolio in Q2 2026, its #120 holding.
Wealth Quarterback first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 10 quarters since.
Wealth Quarterback's iShares US Technology ETF position peaked at $3.85M in Q3 2025.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.