WT Wealth Management’s iShares US Technology ETF IYW Stock Holding History

WT Wealth 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	–	Sell	-4,295	Closed	-$779K	–	145
2026 Q1	$779K	Buy	4,295 +173	+4%	+$33.4K	0.23%	85
2025 Q4	$823K	Buy	4,122 +276	+7%	+$55.2K	0.24%	79
2025 Q3	$753K	Buy	3,846 +370	+11%	+$67.7K	0.22%	75
2025 Q2	$602K	Sell	3,476 -5	-0.1%	-$758	0.18%	87
2025 Q1	$489K	Buy	3,481 +21	+0.6%	+$3.27K	0.16%	86
2024 Q4	$552K	Sell	3,460 -55	-2%	-$8.7K	0.17%	82
2024 Q3	$546K	Sell	3,515 -261	-7%	-$38.4K	0.17%	82
2024 Q2	$568K	Sell	3,776 -29	-0.8%	-$4.01K	0.19%	82
2024 Q1	$514K	Sell	3,805 -123	-3%	-$16K	0.18%	81
2023 Q4	$482K	Buy	+3,928	New	+$445K	0.19%	80

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

WT Wealth Management's IYW Position: Q2 2026 in Review

WT Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 4,295 shares — an estimated $779K sold.

WT Wealth Management first reported a position in IYW in Q4 2023 and held it in 10 quarters. The position peaked at $823K in Q4 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

WT Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
WT Wealth Management sold 4,295 iShares US Technology ETF shares in Q2 2026, an estimated $779K.
WT Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and held it in 10 quarters.
WT Wealth Management's iShares US Technology ETF position peaked at $823K in Q4 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.