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

Angeles Wealth 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	$183K	Hold	1,006	–	–	0.01%	417
2025 Q4	$201K	Hold	1,006	–	–	0.01%	369
2025 Q3	$197K	Hold	1,006	–	–	0.01%	339
2025 Q2	$174K	Buy	1,006 +360	+56%	+$54.6K	0.01%	342
2025 Q1	$90.8K	Hold	646	–	–	0.01%	314
2024 Q4	$103K	Hold	646	–	–	0.01%	320
2024 Q3	$97.9K	Buy	646 +1	+0.2%	+$147	0.01%	287
2024 Q2	$97.1K	Buy	+645	New	+$89.1K	0.01%	250

Other funds holding IYW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Angeles Wealth Management's IYW Position: Q1 2026 in Review

Angeles Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,006 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #417.

Angeles Wealth Management first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $201K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Angeles Wealth Management held 1,006 shares of iShares US Technology ETF worth $183K as of Q1 2026.
Angeles Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #417 holding.
Angeles Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
Angeles Wealth Management's iShares US Technology ETF position peaked at $201K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.