WealthPlan Investment Management’s iShares US Technology ETF IYW Stock Holding History

WealthPlan Investment 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	$1.34M	Sell	5,302 -522	-9%	-$120K	0.07%	202
2026 Q1	$1.06M	Sell	5,824 -559	-9%	-$108K	0.06%	211
2025 Q4	$1.27M	Sell	6,383 -132	-2%	-$26.4K	0.08%	181
2025 Q3	$1.28M	Sell	6,515 -11,598	-64%	-$2.12M	0.08%	164
2025 Q2	$3.14M	Buy	+18,113	New	+$2.75M	0.23%	100
2023 Q1	–	Sell	-7,393	Closed	-$642K	–	511
2022 Q4	$642K	Buy	7,393 +58	+0.8%	+$4.44K	0.04%	221
2022 Q3	$567K	Buy	+7,335	New	+$622K	0.04%	229
2022 Q1	$377K	Buy	+4,207	New	+$430K	0.03%	283

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 22.9% 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

WealthPlan Investment Management's IYW Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares US Technology ETF (IYW) stake by 9% in Q2 2026, selling an estimated $120K and leaving 5,302 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #202.

WealthPlan Investment Management first reported a position in IYW in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.14M in Q2 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

WealthPlan Investment Management held 5,302 shares of iShares US Technology ETF worth $1.34M as of Q2 2026.
WealthPlan Investment Management sold 522 iShares US Technology ETF shares in Q2 2026, an estimated $120K.
iShares US Technology ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #202 holding.
WealthPlan Investment Management first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 8 quarters since.
WealthPlan Investment Management's iShares US Technology ETF position peaked at $3.14M in Q2 2025.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.