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IYW icon

Ancora Advisors’s iShares US Technology ETF IYW Stock Holding History

Ancora Advisors’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 		$616K Sell
3,397
-176
-5% -$34K 0.01% 485
2025
Q4 		$714K Sell
3,573
-22,626
-86% -$4.53M 0.01% 463
2025
Q3 		$5.13M Sell
26,199
-9,112
-26% -$1.67M 0.1% 179
2025
Q2 		$6.12M Buy
35,311
+2,642
+8% +$400K 0.13% 157
2025
Q1 		$4.59M Buy
32,669
+4,338
+15% +$676K 0.1% 176
2024
Q4 		$4.52M Buy
28,331
+3,411
+14% +$540K 0.1% 180
2024
Q3 		$3.78M Buy
24,920
+4,630
+23% +$681K 0.09% 200
2024
Q2 		$3.05M Buy
20,290
+6,984
+52% +$965K 0.08% 216
2024
Q1 		$1.8M Buy
13,306
+6,459
+94% +$841K 0.04% 291
2023
Q4 		$840K Buy
6,847
+2,078
+44% +$235K 0.02% 402
2023
Q3 		$500K Sell
4,769
-3,174
-40% -$345K 0.01% 471
2023
Q2 		$865K Buy
7,943
+18
+0.2% +$1.77K 0.02% 373
2023
Q1 		$736K Buy
7,925
+3,214
+68% +$270K 0.02% 396
2022
Q4 		$351K Buy
4,711
+3,731
+381% +$285K 0.01% 549
2022
Q3 		$72K Hold
980
– – ﹤0.01% 988
2022
Q2 		$78K Hold
980
– – ﹤0.01% 1045
2022
Q1 		$101K Hold
980
– – ﹤0.01% 1017
2021
Q4 		$113K Hold
980
– – ﹤0.01% 989
2021
Q3 		$99K Hold
980
– – ﹤0.01% 977
2021
Q2 		$97K Hold
980
– – ﹤0.01% 921
2021
Q1 		$86K Buy
980
+128
+15% +$11.2K ﹤0.01% 925
2020
Q4 		$72K Hold
852
– – ﹤0.01% 815
2020
Q3 		$64K Hold
852
– – ﹤0.01% 803
2020
Q2 		$57K Hold
852
– – ﹤0.01% 799
2020
Q1 		$44K Hold
852
– – ﹤0.01% 915
2019
Q4 		$50K Buy
+852
New +$46.3K ﹤0.01% 892
2018
Q4 		– Sell
-852
Closed -$41K – 927
2018
Q3 		$41K Buy
+852
New +$40.3K ﹤0.01% 933
2017
Q1 		– Sell
-4
Closed – – 858
2016
Q4 		$0 Buy
+4
New +$119 ﹤0.01% 1236

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

Ancora Advisors's IYW Position: Q1 2026 in Review

Ancora Advisors reduced its iShares US Technology ETF (IYW) stake by 4.9% in Q1 2026, selling an estimated $34K and leaving 3,397 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #485.

Ancora Advisors first reported a position in IYW in Q4 2016 and has held it in 28 quarters since. The position peaked at $6.12M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Ancora Advisors held 3,397 shares of iShares US Technology ETF worth $616K as of Q1 2026.
  • Ancora Advisors sold 176 iShares US Technology ETF shares in Q1 2026, an estimated $34K.
  • iShares US Technology ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #485 holding.
  • Ancora Advisors first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 28 quarters since.
  • Ancora Advisors's iShares US Technology ETF position peaked at $6.12M in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.