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WealthBridge Capital Management’s iShares US Technology ETF IYW Stock Holding History

WealthBridge Capital Management’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 		$7.62M Sell
30,218
-1,132
-4% -$260K 1.51% 15
2026
Q1 		$5.69M Sell
31,350
-515
-2% -$99.5K 1.31% 16
2025
Q4 		$6.36M Sell
31,865
-1,385
-4% -$277K 1.45% 15
2025
Q3 		$6.51M Sell
33,250
-451
-1% -$82.5K 1.53% 16
2025
Q2 		$5.84M Sell
33,701
-965
-3% -$146K 1.48% 15
2025
Q1 		$4.87M Sell
34,666
-662
-2% -$103K 1.38% 15
2024
Q4 		$5.64M Sell
35,328
-377
-1% -$59.7K 1.57% 14
2024
Q3 		$5.41M Sell
35,705
-358
-1% -$52.6K 1.55% 15
2024
Q2 		$5.43M Sell
36,063
-227
-0.6% -$31.4K 1.79% 13
2024
Q1 		$4.9M Sell
36,290
-974
-3% -$127K 1.65% 15
2023
Q4 		$4.57M Sell
37,264
-2,463
-6% -$279K 1.71% 13
2023
Q3 		$4.17M Buy
39,727
+3,539
+10% +$385K 1.72% 13
2023
Q2 		$3.94M Sell
36,188
-1,639
-4% -$161K 1.57% 14
2023
Q1 		$3.51M Sell
37,827
-881
-2% -$73.9K 1.4% 17
2022
Q4 		$2.88M Sell
38,708
-844
-2% -$64.6K 1.2% 19
2022
Q3 		$3.16M Hold
39,552
– – 1.35% 17
2022
Q2 		$3.16M Sell
39,552
-4,539
-10% -$402K 1.35% 17
2022
Q1 		$4.54M Buy
44,091
+2,590
+6% +$264K 1.7% 11
2021
Q4 		$4.76M Sell
41,501
-907
-2% -$101K 1.78% 12
2021
Q3 		$4.29M Sell
42,408
-50
-0.1% -$5.22K 1.6% 17
2021
Q2 		$4.22M Sell
42,458
-4,204
-9% -$392K 1.54% 17
2021
Q1 		$4.09M Sell
46,662
-1,262
-3% -$111K 1.67% 16
2020
Q4 		$4.08M Sell
47,924
-3,384
-7% -$270K 1.78% 13
2020
Q3 		$3.86M Sell
51,308
-3,416
-6% -$249K 1.98% 13
2020
Q2 		$3.69M Sell
54,724
-1,000
-2% -$60.4K 2.09% 11
2020
Q1 		$2.85M Buy
55,724
+924
+2% +$53.6K 1.98% 12
2019
Q4 		$3.19M Buy
54,800
+120
+0.2% +$6.53K 2.06% 11
2019
Q3 		$2.79M Buy
54,680
+180
+0.3% +$9.15K 2.01% 11
2019
Q2 		$2.18M Sell
54,500
-940
-2% -$46K 1.99% 12
2019
Q1 		$2.72M Buy
55,440
+940
+2% +$41.8K 1.73% 11
2018
Q4 		$2.18M Buy
+54,500
New +$2.36M 1.66% 12

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

WealthBridge Capital Management's IYW Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares US Technology ETF (IYW) stake by 3.6% in Q2 2026, selling an estimated $260K and leaving 30,218 shares worth $7.62M. The position accounts for 1.51% of the portfolio, ranked #15.

WealthBridge Capital Management first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • WealthBridge Capital Management held 30,218 shares of iShares US Technology ETF worth $7.62M as of Q2 2026.
  • WealthBridge Capital Management sold 1,132 iShares US Technology ETF shares in Q2 2026, an estimated $260K.
  • iShares US Technology ETF made up 1.51% of WealthBridge Capital Management's portfolio in Q2 2026, its #15 holding.
  • WealthBridge Capital Management first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.