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Ausdal Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Ausdal Financial Partners’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 		$625K Sell
3,443
-474
-12% -$91.6K 0.03% 516
2025
Q4 		$782K Buy
3,917
+188
+5% +$37.6K 0.04% 416
2025
Q3 		$730K Sell
3,729
-967
-21% -$177K 0.04% 437
2025
Q2 		$814K Buy
4,696
+994
+27% +$151K 0.05% 302
2025
Q1 		$520K Buy
3,702
+460
+14% +$71.7K 0.04% 384
2024
Q4 		$517K Buy
3,242
+884
+37% +$140K 0.04% 351
2024
Q3 		$358K Buy
2,358
+6
+0.3% +$882 0.04% 374
2024
Q2 		$354K Sell
2,352
-1
-0% -$138 0.04% 349
2024
Q1 		$318K Sell
2,353
-14
-0.6% -$1.82K 0.04% 363
2023
Q4 		$291K Sell
2,367
-5
-0.2% -$566 0.04% 352
2023
Q3 		$249K Sell
2,372
-520
-18% -$56.5K 0.03% 364
2023
Q2 		$315K Sell
2,892
-637
-18% -$62.6K 0.04% 325
2023
Q1 		$328K Buy
+3,529
New +$296K 0.05% 328
2022
Q2 		– Sell
-1,993
Closed -$205K – 493
2022
Q1 		$205K Sell
1,993
-408
-17% -$41.7K 0.03% 447
2021
Q4 		$276K Sell
2,401
-350
-13% -$38.9K 0.04% 390
2021
Q3 		$279K Buy
+2,751
New +$287K 0.04% 375
2018
Q4 		– Sell
-5,020
Closed -$243K – 337
2018
Q3 		$243K Sell
5,020
-1,688
-25% -$79.8K 0.07% 324
2018
Q2 		$299K Sell
6,708
-2,172
-24% -$96.1K 0.09% 278
2018
Q1 		$373K Sell
8,880
-6,224
-41% -$268K 0.13% 210
2017
Q4 		$615K Sell
15,104
-272
-2% -$10.9K 0.22% 143
2017
Q3 		$576K Sell
15,376
-2,132
-12% -$78.1K 0.23% 130
2017
Q2 		$612K Buy
17,508
+3,936
+29% +$138K 0.26% 107
2017
Q1 		$459K Sell
13,572
-6,076
-31% -$197K 0.21% 124
2016
Q4 		$591K Buy
19,648
+312
+2% +$9.3K 0.28% 97
2016
Q3 		$575K Buy
19,336
+432
+2% +$12.4K 0.29% 101
2016
Q2 		$498K Sell
18,904
-1,180
-6% -$31.2K 0.26% 102
2016
Q1 		$545K Sell
20,084
-24
-0.1% -$606 0.31% 88
2015
Q4 		$538K Buy
+20,108
New +$542K 0.27% 89

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 $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Ausdal Financial Partners's IYW Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares US Technology ETF (IYW) stake by 12% in Q1 2026, selling an estimated $91.6K and leaving 3,443 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #516.

Ausdal Financial Partners first reported a position in IYW in Q4 2015 and has held it in 28 quarters since. The position peaked at $814K in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Ausdal Financial Partners held 3,443 shares of iShares US Technology ETF worth $625K as of Q1 2026.
  • Ausdal Financial Partners sold 474 iShares US Technology ETF shares in Q1 2026, an estimated $91.6K.
  • iShares US Technology ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #516 holding.
  • Ausdal Financial Partners first reported a position in iShares US Technology ETF in Q4 2015 and has held it in 28 quarters since.
  • Ausdal Financial Partners's iShares US Technology ETF position peaked at $814K in Q2 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.