XF
IYW icon

XML Financial’s iShares US Technology ETF IYW Stock Holding History

XML Financial’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 		$845K Hold
3,352
– – 0.06% 206
2026
Q1 		$608K Sell
3,352
-42
-1% -$8.12K 0.05% 241
2025
Q4 		$678K Buy
3,394
+42
+1% +$8.4K 0.06% 221
2025
Q3 		$657K Hold
3,352
– – 0.05% 223
2025
Q2 		$581K Sell
3,352
-14
-0.4% -$2.12K 0.05% 224
2025
Q1 		$473K Sell
3,366
-1,030
-23% -$160K 0.04% 231
2024
Q4 		$701K Buy
4,396
+73
+2% +$11.6K 0.06% 200
2024
Q3 		$655K Sell
4,323
-16
-0.4% -$2.35K 0.06% 203
2024
Q2 		$653K Hold
4,339
– – 0.07% 197
2024
Q1 		$586K Buy
4,339
+1
+0% +$130 0.06% 207
2023
Q4 		$533K Buy
4,338
+2
+0% +$227 0.06% 209
2023
Q3 		$455K Hold
4,336
– – 0.05% 210
2023
Q2 		$472K Buy
4,336
+1
+0% +$98 0.05% 221
2023
Q1 		$402K Buy
4,335
+1
+0% +$84 0.05% 231
2022
Q4 		$323K Sell
4,334
-64
-1% -$4.9K 0.04% 248
2022
Q3 		$323K Buy
4,398
+1
+0% +$85 0.04% 238
2022
Q2 		$352K Sell
4,397
-211
-5% -$18.7K 0.08% 166
2022
Q1 		$475K Hold
4,608
– – 0.06% 213
2021
Q4 		$529K Sell
4,608
-119
-3% -$13.2K 0.06% 197
2021
Q3 		$479K Buy
4,727
+1
+0% +$104 0.06% 199
2021
Q2 		$470K Buy
4,726
+1,054
+29% +$98.3K 0.1% 146
2021
Q1 		$322K Sell
3,672
-1,064
-22% -$93.2K 0.08% 163
2020
Q4 		$403K Buy
4,736
+1,040
+28% +$83.1K 0.1% 143
2020
Q3 		$278K Sell
3,696
-1,060
-22% -$77.4K 0.09% 156
2020
Q2 		$321K Buy
+4,756
New +$287K 0.11% 141

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

XML Financial's IYW Position: Q2 2026 in Review

XML Financial held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 3,352 shares worth $845K. The position accounts for 0.06% of the portfolio, ranked #206.

XML Financial first reported a position in IYW in Q2 2020 and has held it in 25 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • XML Financial held 3,352 shares of iShares US Technology ETF worth $845K as of Q2 2026.
  • XML Financial left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.06% of XML Financial's portfolio in Q2 2026, its #206 holding.
  • XML Financial first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.