1832 Asset Management
IYW icon

1832 Asset Management’s iShares US Technology ETF IYW Stock Holding History

1832 Asset 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
Q1 		$4.84M Sell
26,658
-3,950
-13% -$763K ﹤0.01% 427
2025
Q4 		$6.11M Buy
30,608
+13,516
+79% +$2.7M ﹤0.01% 414
2025
Q3 		$3.35M Buy
17,092
+5,330
+45% +$975K ﹤0.01% 412
2025
Q2 		$2.04M Buy
11,762
+1,574
+15% +$239K ﹤0.01% 493
2025
Q1 		$1.43M Sell
10,188
-15,519
-60% -$2.42M ﹤0.01% 532
2024
Q4 		$4.1M Sell
25,707
-1,192,608
-98% -$189M ﹤0.01% 390
2024
Q3 		$185M Buy
1,218,315
+195,717
+19% +$28.8M 0.14% 83
2024
Q2 		$154M Buy
1,022,598
+649,192
+174% +$89.7M 0.13% 91
2024
Q1 		$50.4M Buy
373,406
+367,906
+6,689% +$47.9M 0.03% 184
2023
Q4 		$675K Hold
5,500
– – ﹤0.01% 595
2023
Q3 		$577K Sell
5,500
-634
-10% -$68.9K ﹤0.01% 606
2023
Q2 		$668K Sell
6,134
-864
-12% -$84.9K ﹤0.01% 606
2023
Q1 		$649K Sell
6,998
-67,322
-91% -$5.65M ﹤0.01% 617
2022
Q4 		$5.54M Buy
+74,320
New +$5.69M 0.01% 412
2021
Q1 		– Sell
-140
Closed -$12K – 739
2020
Q4 		$12K Buy
+140
New +$11.2K ﹤0.01% 658
2019
Q2 		– Sell
-400
Closed -$19K – 727
2019
Q1 		$19K Buy
+400
New +$17.8K ﹤0.01% 549

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

1832 Asset Management's IYW Position: Q1 2026 in Review

1832 Asset Management reduced its iShares US Technology ETF (IYW) stake by 13% in Q1 2026, selling an estimated $763K and leaving 26,658 shares worth $4.84M. The position accounts for ﹤0.01% of the portfolio, ranked #427.

1832 Asset Management first reported a position in IYW in Q1 2019 and has held it in 16 quarters since. The position peaked at $185M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • 1832 Asset Management held 26,658 shares of iShares US Technology ETF worth $4.84M as of Q1 2026.
  • 1832 Asset Management sold 3,950 iShares US Technology ETF shares in Q1 2026, an estimated $763K.
  • iShares US Technology ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #427 holding.
  • 1832 Asset Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 16 quarters since.
  • 1832 Asset Management's iShares US Technology ETF position peaked at $185M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.