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

Advocacy Wealth Management Services’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	–	Sell	-1,377	Closed	-$275K	–	145
2025 Q4	$275K	Sell	1,377 -392	-22%	-$78.4K	0.01%	138
2025 Q3	$346K	Sell	1,769 -190,195	-99%	-$34.8M	0.02%	135
2025 Q2	$33.3M	Sell	191,964 -338	-0.2%	-$51.2K	2.04%	19
2025 Q1	$27M	Buy	192,302 +20,253	+12%	+$3.15M	1.84%	19
2024 Q4	$27.4M	Buy	172,049 +10,463	+6%	+$1.66M	2.09%	16
2024 Q3	$24.5M	Buy	161,586 +20,216	+14%	+$2.97M	1.92%	17
2024 Q2	$21.3M	Buy	141,370 +462	+0.3%	+$63.8K	1.76%	16
2024 Q1	$19M	Buy	140,908 +27,477	+24%	+$3.58M	1.64%	17
2023 Q4	$13.9M	Buy	+113,431	New	+$12.8M	1.32%	18

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Advocacy Wealth Management Services's IYW Position: Q1 2026 in Review

Advocacy Wealth Management Services sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,377 shares — an estimated $275K sold.

Advocacy Wealth Management Services first reported a position in IYW in Q4 2023 and held it in 9 quarters. The position peaked at $33.3M in Q2 2025. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Advocacy Wealth Management Services reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,377 iShares US Technology ETF shares in Q1 2026, an estimated $275K.
Advocacy Wealth Management Services first reported a position in iShares US Technology ETF in Q4 2023 and held it in 9 quarters.
Advocacy Wealth Management Services's iShares US Technology ETF position peaked at $33.3M in Q2 2025.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.