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Advisors Management Group’s iShares US Technology ETF IYW Stock Holding History

Advisors Management Group’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 		$288K Hold
1,591
– – 0.05% 134
2025
Q4 		$318K Hold
1,591
– – 0.06% 121
2025
Q3 		$312K Sell
1,591
-232
-13% -$42.4K 0.05% 127
2025
Q2 		$316K Hold
1,823
– – 0.06% 123
2025
Q1 		$256K Hold
1,823
– – 0.06% 131
2024
Q4 		$291K Buy
1,823
+31
+2% +$4.91K 0.07% 126
2024
Q3 		$272K Hold
1,792
– – 0.06% 133
2024
Q2 		$270K Hold
1,792
– – 0.07% 132
2024
Q1 		$242K Sell
1,792
-409
-19% -$53.2K 0.06% 137
2023
Q4 		$270K Hold
2,201
– – 0.07% 128
2023
Q3 		$231K Sell
2,201
-140
-6% -$15.2K 0.07% 127
2023
Q2 		$255K Sell
2,341
-140
-6% -$13.8K 0.08% 125
2023
Q1 		$230K Buy
+2,481
New +$208K 0.07% 129
2022
Q2 		– Sell
-2,481
Closed -$256K – 138
2022
Q1 		$256K Hold
2,481
– – 0.09% 111
2021
Q4 		$285K Hold
2,481
– – 0.09% 108
2021
Q3 		$251K Sell
2,481
-280
-10% -$29.2K 0.08% 111
2021
Q2 		$274K Hold
2,761
– – 0.08% 110
2021
Q1 		$242K Hold
2,761
– – 0.08% 109
2020
Q4 		$235K Buy
2,761
+1
+0% +$80 0.1% 93
2020
Q3 		$208K Sell
2,760
-408
-13% -$29.8K 0.09% 89
2020
Q2 		$214K Buy
+3,168
New +$191K 0.1% 86
2020
Q1 		– Sell
-3,636
Closed -$212K – 94
2019
Q4 		$212K Buy
+3,636
New +$198K 0.08% 91
2018
Q4 		– Sell
-4,916
Closed -$239K – 82
2018
Q3 		$239K Hold
4,916
– – 0.11% 78
2018
Q2 		$219K Hold
4,916
– – 0.1% 78
2018
Q1 		$202K Hold
4,916
– – 0.1% 79
2017
Q4 		$200K Buy
+4,916
New +$197K 0.1% 83

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

Advisors Management Group's IYW Position: Q1 2026 in Review

Advisors Management Group held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,591 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #134.

Advisors Management Group first reported a position in IYW in Q4 2017 and has held it in 26 quarters since. The position peaked at $318K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Advisors Management Group held 1,591 shares of iShares US Technology ETF worth $288K as of Q1 2026.
  • Advisors Management Group left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.05% of Advisors Management Group's portfolio in Q1 2026, its #134 holding.
  • Advisors Management Group first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 26 quarters since.
  • Advisors Management Group's iShares US Technology ETF position peaked at $318K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.