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Wealthcare Advisory Partners’s iShares US Technology ETF IYW Stock Holding History

Wealthcare Advisory Partners’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 		$1.04M Sell
4,135
-2,613
-39% -$600K 0.02% 506
2026
Q1 		$1.22M Sell
6,748
-214
-3% -$41.4K 0.02% 466
2025
Q4 		$1.39M Buy
6,962
+149
+2% +$29.8K 0.03% 435
2025
Q3 		$1.33M Sell
6,813
-160
-2% -$29.3K 0.03% 427
2025
Q2 		$1.21M Buy
6,973
+1,234
+22% +$187K 0.03% 436
2025
Q1 		$806K Sell
5,739
-797
-12% -$124K 0.02% 483
2024
Q4 		$1.04M Buy
6,536
+1,005
+18% +$159K 0.03% 410
2024
Q3 		$839K Sell
5,531
-471
-8% -$69.3K 0.02% 463
2024
Q2 		$903K Buy
6,002
+946
+19% +$131K 0.03% 414
2024
Q1 		$683K Buy
5,056
+2,145
+74% +$279K 0.02% 480
2023
Q4 		$357K Sell
2,911
-166
-5% -$18.8K 0.01% 560
2023
Q3 		$323K Sell
3,077
-725
-19% -$78.8K 0.01% 532
2023
Q2 		$414K Sell
3,802
-1,707
-31% -$168K 0.02% 485
2023
Q1 		$511K Sell
5,509
-98
-2% -$8.22K 0.02% 456
2022
Q4 		$418K Sell
5,607
-701
-11% -$53.6K 0.02% 458
2022
Q3 		$463K Buy
6,308
+2,841
+82% +$241K 0.03% 380
2022
Q2 		$277K Sell
3,467
-275
-7% -$24.3K 0.02% 452
2022
Q1 		$386K Sell
3,742
-2,080
-36% -$212K 0.02% 359
2021
Q4 		$668K Sell
5,822
-507
-8% -$56.3K 0.04% 264
2021
Q3 		$641K Buy
6,329
+925
+17% +$96.5K 0.04% 270
2021
Q2 		$537K Sell
5,404
-141
-3% -$13.2K 0.04% 308
2021
Q1 		$486K Buy
5,545
+677
+14% +$59.3K 0.04% 293
2020
Q4 		$414K Buy
4,868
+880
+22% +$70.3K 0.04% 262
2020
Q3 		$300K Buy
+3,988
New +$291K 0.03% 272
2020
Q2 		– Sell
-848
Closed -$43K – 873
2020
Q1 		$43K Buy
848
+92
+12% +$5.33K 0.01% 538
2019
Q4 		$44K Buy
756
+76
+11% +$4.13K 0.01% 577
2019
Q3 		$35K Hold
680
– – 0.01% 612
2019
Q2 		$34K Buy
+680
New +$33.2K 0.01% 594

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

Wealthcare Advisory Partners's IYW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares US Technology ETF (IYW) stake by 39% in Q2 2026, selling an estimated $600K and leaving 4,135 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #506.

Wealthcare Advisory Partners first reported a position in IYW in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.39M in Q4 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Wealthcare Advisory Partners held 4,135 shares of iShares US Technology ETF worth $1.04M as of Q2 2026.
  • Wealthcare Advisory Partners sold 2,613 iShares US Technology ETF shares in Q2 2026, an estimated $600K.
  • iShares US Technology ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #506 holding.
  • Wealthcare Advisory Partners first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 28 quarters since.
  • Wealthcare Advisory Partners's iShares US Technology ETF position peaked at $1.39M in Q4 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.