WealthTrust Asset Management’s iShares US Technology ETF IYW Stock Holding History

WealthTrust Asset 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	$333K	Sell	1,319 -12	-0.9%	-$2.76K	0.18%	75
2026 Q1	$241K	Buy	1,331 +284	+27%	+$54.9K	0.14%	77
2025 Q4	$209K	Hold	1,047	–	–	0.15%	75
2025 Q3	$205K	Buy	+1,047	New	+$192K	0.14%	78
2025 Q1	–	Sell	-1,396	Closed	-$223K	–	95
2024 Q4	$223K	Buy	1,396 +1	+0.1%	+$158	0.16%	84
2024 Q3	$212K	Hold	1,395	–	–	0.16%	85
2024 Q2	$210K	Buy	+1,395	New	+$193K	0.15%	83
2022 Q2	–	Sell	-3,642	Closed	-$375K	–	84
2022 Q1	$375K	Sell	3,642 -1,151	-24%	-$118K	0.27%	49
2021 Q4	$550K	Buy	4,793 +4	+0.1%	+$444	0.37%	43
2021 Q3	$485K	Hold	4,789	–	–	0.43%	40
2021 Q2	$476K	Buy	+4,789	New	+$447K	0.41%	45

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 22.96% 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

WealthTrust Asset Management's IYW Position: Q2 2026 in Review

WealthTrust Asset Management reduced its iShares US Technology ETF (IYW) stake by 0.9% in Q2 2026, selling an estimated $2.76K and leaving 1,319 shares worth $333K. The position accounts for 0.18% of the portfolio, ranked #75.

WealthTrust Asset Management first reported a position in IYW in Q2 2021 and has held it in 11 quarters since. The position peaked at $550K in Q4 2021. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

WealthTrust Asset Management held 1,319 shares of iShares US Technology ETF worth $333K as of Q2 2026.
WealthTrust Asset Management sold 12 iShares US Technology ETF shares in Q2 2026, an estimated $2.76K.
iShares US Technology ETF made up 0.18% of WealthTrust Asset Management's portfolio in Q2 2026, its #75 holding.
WealthTrust Asset Management first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 11 quarters since.
WealthTrust Asset Management's iShares US Technology ETF position peaked at $550K in Q4 2021.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.