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

Yardley 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	$472K	Sell	1,872 -475	-20%	-$109K	0.21%	27
2026 Q1	$426K	Sell	2,347 -248	-10%	-$47.9K	0.22%	27
2025 Q4	$518K	Sell	2,595 -128	-5%	-$25.6K	0.28%	25
2025 Q3	$533K	Hold	2,723	–	–	0.3%	25
2025 Q2	$472K	Sell	2,723 -94	-3%	-$14.2K	0.26%	27
2025 Q1	$396K	Sell	2,817 -8,451	-75%	-$1.32M	0.23%	29
2024 Q4	$1.75M	Buy	11,268 +8,451	+300%	+$1.34M	0.85%	19
2024 Q3	$427K	Buy	+2,817	New	+$414K	0.25%	30

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

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

Yardley Wealth Management reduced its iShares US Technology ETF (IYW) stake by 20% in Q2 2026, selling an estimated $109K and leaving 1,872 shares worth $472K. The position accounts for 0.21% of the portfolio, ranked #27.

Yardley Wealth Management first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2024. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Yardley Wealth Management held 1,872 shares of iShares US Technology ETF worth $472K as of Q2 2026.
Yardley Wealth Management sold 475 iShares US Technology ETF shares in Q2 2026, an estimated $109K.
iShares US Technology ETF made up 0.21% of Yardley Wealth Management's portfolio in Q2 2026, its #27 holding.
Yardley Wealth Management first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's iShares US Technology ETF position peaked at $1.75M in Q4 2024.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.