Wetzel Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Wetzel Investment 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	$891K	Sell	3,534 -372	-10%	-$85.4K	0.31%	52
2026 Q1	$709K	Hold	3,906	–	–	0.28%	55
2025 Q4	$780K	Buy	3,906 +7	+0.2%	+$1.4K	0.32%	46
2025 Q3	$764K	Sell	3,899 -477	-11%	-$87.3K	0.33%	48
2025 Q2	$758K	Sell	4,376 -100	-2%	-$15.2K	0.35%	46
2025 Q1	$629K	Buy	4,476 +64	+1%	+$9.97K	0.32%	55
2024 Q4	$704K	Buy	4,412 +47	+1%	+$7.44K	0.35%	53
2024 Q3	$662K	Buy	4,365 +140	+3%	+$20.6K	0.33%	56
2024 Q2	$571K	Hold	4,225	–	–	0.33%	54
2024 Q1	$543K	Buy	4,225 +125	+3%	+$16.3K	0.32%	54
2023 Q4	$503K	Buy	+4,100	New	+$464K	0.31%	53

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

Wetzel Investment Advisors's IYW Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 9.5% in Q2 2026, selling an estimated $85.4K and leaving 3,534 shares worth $891K. The position accounts for 0.31% of the portfolio, ranked #52.

Wetzel Investment Advisors first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Wetzel Investment Advisors held 3,534 shares of iShares US Technology ETF worth $891K as of Q2 2026.
Wetzel Investment Advisors sold 372 iShares US Technology ETF shares in Q2 2026, an estimated $85.4K.
iShares US Technology ETF made up 0.31% of Wetzel Investment Advisors's portfolio in Q2 2026, its #52 holding.
Wetzel Investment Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.