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Wealthstar Advisors’s iShares US Technology ETF IYW Stock Holding History

Wealthstar Advisors’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 		$1.48M Sell
5,879
-361
-6% -$82.9K 0.43% 39
2026
Q1 		$1.13M Sell
6,240
-1,478
-19% -$286K 0.53% 44
2025
Q4 		$1.54M Sell
7,718
-10,690
-58% -$2.14M 0.68% 27
2025
Q3 		$3.61M Sell
18,408
-2,489
-12% -$455K 1.42% 11
2025
Q2 		$3.62M Buy
20,897
+12,346
+144% +$1.87M 1.36% 11
2025
Q1 		$1.2M Sell
8,551
-1,161
-12% -$181K 0.55% 44
2024
Q4 		$1.55M Buy
+9,712
New +$1.54M 0.67% 32
2024
Q2 		– Sell
-9,733
Closed -$1.31M – 93
2024
Q1 		$1.31M Sell
9,733
-15,215
-61% -$1.98M 0.46% 34
2023
Q4 		$3.06M Buy
24,948
+3,974
+19% +$450K 0.49% 9
2023
Q3 		$2.2M Buy
20,974
+10,371
+98% +$1.13M 0.85% 15
2023
Q2 		$1.15M Buy
10,603
+1
+0% +$98 0.49% 23
2023
Q1 		$984K Sell
10,602
-629
-6% -$52.8K 0.37% 31
2022
Q4 		$837K Buy
11,231
+4
+0% +$306 0.38% 32
2022
Q3 		$825K Buy
11,227
+3
+0% +$254 0.39% 32
2022
Q2 		$897K Buy
11,224
+4
+0% +$354 0.35% 38
2022
Q1 		$1.15M Sell
11,220
-250
-2% -$25.5K 0.43% 32
2021
Q4 		$1.31M Sell
11,470
-394
-3% -$43.7K 0.45% 31
2021
Q3 		$1.2M Buy
11,864
+297
+3% +$31K 0.36% 38
2021
Q2 		$1.15M Buy
+11,567
New +$1.08M 0.36% 39
2020
Q1 		$561K Sell
11,072
-2,916
-21% -$169K 0.39% 23
2019
Q4 		$815K Buy
13,988
+84
+0.6% +$4.57K 0.5% 19
2019
Q3 		$705K Buy
13,904
+520
+4% +$26.4K 0.39% 19
2019
Q2 		$665K Buy
13,384
+692
+5% +$33.8K 0.39% 21
2019
Q1 		$605K Buy
12,692
+324
+3% +$14.4K 0.37% 21
2018
Q4 		$497K Buy
12,368
+2,812
+29% +$122K 0.37% 21
2018
Q3 		$463K Buy
9,556
+2,772
+41% +$131K 0.27% 31
2018
Q2 		$321K Buy
6,784
+1,064
+19% +$47.1K 0.1% 42
2018
Q1 		$241K Buy
+5,720
New +$246K 0.07% 41

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

Wealthstar Advisors's IYW Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares US Technology ETF (IYW) stake by 5.8% in Q2 2026, selling an estimated $82.9K and leaving 5,879 shares worth $1.48M. The position accounts for 0.43% of the portfolio, ranked #39.

Wealthstar Advisors first reported a position in IYW in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.62M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Wealthstar Advisors held 5,879 shares of iShares US Technology ETF worth $1.48M as of Q2 2026.
  • Wealthstar Advisors sold 361 iShares US Technology ETF shares in Q2 2026, an estimated $82.9K.
  • iShares US Technology ETF made up 0.43% of Wealthstar Advisors's portfolio in Q2 2026, its #39 holding.
  • Wealthstar Advisors first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 28 quarters since.
  • Wealthstar Advisors's iShares US Technology ETF position peaked at $3.62M in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.