Y-Intercept (HK)’s iShares US Technology ETF IYW Stock Holding History

Y-Intercept (HK)’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 Q3	$3.49M	Buy	13,164 +12,157	+1,207%	+$3.03M	0.08%	375
2026 Q2	$254K	Buy	+1,007	New	+$231K	0.01%	1511
2025 Q2	–	Sell	-4,238	Closed	-$595K	–	1830
2025 Q1	$595K	Buy	+4,238	New	+$660K	0.04%	623
2024 Q1	–	Sell	-5,566	Closed	-$683K	–	1569
2023 Q4	$683K	Buy	5,566 +2,995	+116%	+$339K	0.06%	462
2023 Q3	$270K	Buy	+2,571	New	+$280K	0.03%	804
2022 Q4	–	Sell	-6,268	Closed	-$460K	–	1175
2022 Q3	$460K	Buy	6,268 +2,817	+82%	+$239K	0.05%	566
2022 Q2	$276K	Buy	+3,451	New	+$305K	0.04%	606
2021 Q4	–	Sell	-2,672	Closed	-$271K	–	727
2021 Q3	$271K	Buy	+2,672	New	+$279K	0.05%	494

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Y-Intercept (HK)'s IYW Position: Q3 2026 in Review

Y-Intercept (HK) increased its iShares US Technology ETF (IYW) stake by 1,207% in Q3 2026, buying an estimated $3.03M and bringing the position to 13,164 shares worth $3.49M. The position accounts for 0.08% of the portfolio, ranked #375.

Y-Intercept (HK) first reported a position in IYW in Q3 2021 and has held it in 8 quarters since. 909 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Y-Intercept (HK) held 13,164 shares of iShares US Technology ETF worth $3.49M as of Q3 2026.
Y-Intercept (HK) bought 12,157 iShares US Technology ETF shares in Q3 2026, an estimated $3.03M.
iShares US Technology ETF made up 0.08% of Y-Intercept (HK)'s portfolio in Q3 2026, its #375 holding.
Y-Intercept (HK) first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 8 quarters since.
909 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.