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WealthCare Investment Partners’s iShares US Technology ETF IYW Stock Holding History

WealthCare Investment 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 		$2.5M Sell
9,895
-280
-3% -$64.3K 0.61% 50
2026
Q1 		$1.89M Sell
10,175
-680
-6% -$131K 0.52% 53
2025
Q4 		$2.17M Sell
10,855
-290
-3% -$58K 0.63% 46
2025
Q3 		$2.2M Sell
11,145
-524
-4% -$95.9K 0.71% 40
2025
Q2 		$2.05M Sell
11,669
-150
-1% -$22.7K 0.74% 40
2025
Q1 		$1.51M Buy
11,819
+1,132
+11% +$176K 0.64% 42
2024
Q4 		$1.71M Buy
10,687
+1,611
+18% +$255K 0.74% 36
2024
Q3 		$1.36M Buy
9,076
+1,685
+23% +$248K 0.6% 45
2024
Q2 		$1.11M Buy
7,391
+2,470
+50% +$341K 0.52% 53
2024
Q1 		$665K Buy
4,921
+2,562
+109% +$334K 0.32% 67
2023
Q4 		$285K Buy
2,359
+252
+12% +$28.5K 0.16% 101
2023
Q3 		$224K Hold
2,107
– – 0.14% 113
2023
Q2 		$228K Sell
2,107
-112
-5% -$11K 0.14% 111
2023
Q1 		$206K Buy
+2,219
New +$186K 0.12% 121
2022
Q4 		– Sell
-2,945
Closed -$216K – 117
2022
Q3 		$216K Buy
2,945
+4
+0.1% +$339 0.18% 100
2022
Q2 		$235K Sell
2,941
-29
-1% -$2.57K 0.2% 92
2022
Q1 		$288K Sell
2,970
-590
-17% -$60.2K 0.26% 81
2021
Q4 		$409K Buy
+3,560
New +$395K 0.4% 61

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 Investment Partners's IYW Position: Q2 2026 in Review

WealthCare Investment Partners reduced its iShares US Technology ETF (IYW) stake by 2.8% in Q2 2026, selling an estimated $64.3K and leaving 9,895 shares worth $2.5M. The position accounts for 0.61% of the portfolio, ranked #50.

WealthCare Investment Partners first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • WealthCare Investment Partners held 9,895 shares of iShares US Technology ETF worth $2.5M as of Q2 2026.
  • WealthCare Investment Partners sold 280 iShares US Technology ETF shares in Q2 2026, an estimated $64.3K.
  • iShares US Technology ETF made up 0.61% of WealthCare Investment Partners's portfolio in Q2 2026, its #50 holding.
  • WealthCare Investment Partners first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.