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IYW icon

Advisor OS’s iShares US Technology ETF IYW Stock Holding History

Advisor OS’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 		$207K Sell
1,139
-71
-6% -$13.7K 0.02% 543
2025
Q4 		$242K Sell
1,210
-171
-12% -$34.2K 0.02% 426
2025
Q3 		$270K Sell
1,381
-66
-5% -$12.1K 0.02% 389
2025
Q2 		$251K Buy
+1,447
New +$219K 0.02% 389
2025
Q1 		– Sell
-1,393
Closed -$222K – 447
2024
Q4 		$222K Buy
+1,393
New +$220K 0.03% 378

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

Advisor OS's IYW Position: Q1 2026 in Review

Advisor OS reduced its iShares US Technology ETF (IYW) stake by 5.9% in Q1 2026, selling an estimated $13.7K and leaving 1,139 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #543.

Advisor OS first reported a position in IYW in Q4 2024 and has held it in 5 quarters since. The position peaked at $270K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Advisor OS held 1,139 shares of iShares US Technology ETF worth $207K as of Q1 2026.
  • Advisor OS sold 71 iShares US Technology ETF shares in Q1 2026, an estimated $13.7K.
  • iShares US Technology ETF made up 0.02% of Advisor OS's portfolio in Q1 2026, its #543 holding.
  • Advisor OS first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 5 quarters since.
  • Advisor OS's iShares US Technology ETF position peaked at $270K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.