Stonebridge Financial Group, LLC/CA’s iShares US Technology ETF IYW Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$3.59M	Buy	+14,238	New	+$3.27M	0.5%	44

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IYW Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 14,238 shares worth $3.59M. The stake represents 0.5% of the portfolio and ranks #44 among its holdings.

1,143 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 14,238 shares of iShares US Technology ETF worth $3.59M as of Q2 2026.
iShares US Technology ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares US Technology ETF made up 0.5% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #44 holding.
1,143 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.