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Wealthspire Advisors (New York)’s iShares US Technology ETF IYW Stock Holding History

Wealthspire Advisors (New York)’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 		$4.1M Buy
16,263
+2,682
+20% +$616K 0.02% 287
2026
Q1 		$2.46M Sell
13,581
-2,207
-14% -$426K 0.02% 253
2025
Q4 		$3.15M Sell
15,788
-20,876
-57% -$4.18M 0.03% 222
2025
Q3 		$7.18M Buy
36,664
+20,664
+129% +$3.78M 0.04% 139
2025
Q2 		$2.77M Sell
16,000
-21,190
-57% -$3.21M 0.02% 232
2025
Q1 		$5.22M Buy
37,190
+21,102
+131% +$3.29M 0.03% 159
2024
Q4 		$2.57M Sell
16,088
-131
-0.8% -$20.7K 0.03% 218
2024
Q3 		$2.46M Sell
16,219
-1,783
-10% -$262K 0.03% 216
2024
Q2 		$2.71M Sell
18,002
-2,133
-11% -$295K 0.03% 164
2024
Q1 		$2.72M Sell
20,135
-673
-3% -$87.6K 0.04% 163
2023
Q4 		$2.55M Sell
20,808
-166
-0.8% -$18.8K 0.04% 162
2023
Q3 		$2.2M Buy
20,974
+2,824
+16% +$307K 0.04% 159
2023
Q2 		$1.98M Sell
18,150
-326
-2% -$32K 0.03% 153
2023
Q1 		$1.71M Sell
18,476
-600
-3% -$50.4K 0.03% 169
2022
Q4 		$1.42M Buy
19,076
+4,000
+27% +$306K 0.03% 198
2022
Q3 		$1.11M Buy
15,076
+7,046
+88% +$598K 0.02% 211
2022
Q2 		$642K Buy
8,030
+4,348
+118% +$385K 0.01% 286
2022
Q1 		$379K Buy
+3,682
New +$376K 0.01% 316
2021
Q4 		– Sell
-4,298
Closed -$435K – 580
2021
Q3 		$435K Buy
+4,298
New +$448K 0.01% 383
2021
Q2 		– Sell
-3,184
Closed -$279K – 521
2021
Q1 		$279K Buy
+3,184
New +$279K 0.01% 573

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 22.9% 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

Wealthspire Advisors (New York)'s IYW Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Technology ETF (IYW) stake by 20% in Q2 2026, buying an estimated $616K and bringing the position to 16,263 shares worth $4.1M. The position accounts for 0.02% of the portfolio, ranked #287.

Wealthspire Advisors (New York) first reported a position in IYW in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.18M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Wealthspire Advisors (New York) held 16,263 shares of iShares US Technology ETF worth $4.1M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 2,682 iShares US Technology ETF shares in Q2 2026, an estimated $616K.
  • iShares US Technology ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #287 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s iShares US Technology ETF position peaked at $7.18M in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.