ACP
IYW icon

Aviance Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Aviance Capital 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 		$1.67M Sell
9,217
-130
-1% -$25.1K 0.2% 106
2025
Q4 		$1.87M Sell
9,347
-120
-1% -$24K 0.22% 97
2025
Q3 		$1.85M Sell
9,467
-345
-4% -$63.1K 0.22% 98
2025
Q2 		$1.7M Sell
9,812
-169
-2% -$25.6K 0.22% 105
2025
Q1 		$1.4M Hold
9,981
– – 0.2% 119
2024
Q4 		$1.59M Sell
9,981
-163
-2% -$25.8K 0.22% 103
2024
Q3 		$1.54M Sell
10,144
-160
-2% -$23.5K 0.2% 119
2024
Q2 		$1.55M Hold
10,304
– – 0.22% 109
2024
Q1 		$1.39M Sell
10,304
-320
-3% -$41.7K 0.21% 115
2023
Q4 		$1.3M Sell
10,624
-138
-1% -$15.6K 0.28% 88
2023
Q3 		$1.13M Hold
10,762
– – 0.25% 109
2023
Q2 		$1.17M Hold
10,762
– – 0.25% 116
2023
Q1 		$999K Hold
10,762
– – 0.22% 126
2022
Q4 		$802K Hold
10,762
– – 0.19% 144
2022
Q3 		$790K Hold
10,762
– – 0.2% 138
2022
Q2 		$860K Hold
10,762
– – 0.19% 143
2022
Q1 		$1.11M Hold
10,762
– – 0.2% 130
2021
Q4 		$1.24M Hold
10,762
– – 0.21% 121
2021
Q3 		$1.09M Hold
10,762
– – 0.19% 138
2021
Q2 		$1.07M Sell
10,762
-157
-1% -$14.6K 0.19% 134
2021
Q1 		$958K Sell
10,919
-557
-5% -$48.8K 0.18% 143
2020
Q4 		$976K Hold
11,476
– – 0.2% 131
2020
Q3 		$864K Sell
11,476
-304
-3% -$22.2K 0.19% 127
2020
Q2 		$795K Hold
11,780
– – 0.2% 127
2020
Q1 		$602K Hold
11,780
– – 0.19% 129
2019
Q4 		$685K Buy
+11,780
New +$641K 0.18% 138

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

Aviance Capital Partners's IYW Position: Q1 2026 in Review

Aviance Capital Partners reduced its iShares US Technology ETF (IYW) stake by 1.4% in Q1 2026, selling an estimated $25.1K and leaving 9,217 shares worth $1.67M. The position accounts for 0.2% of the portfolio, ranked #106.

Aviance Capital Partners first reported a position in IYW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.87M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Aviance Capital Partners held 9,217 shares of iShares US Technology ETF worth $1.67M as of Q1 2026.
  • Aviance Capital Partners sold 130 iShares US Technology ETF shares in Q1 2026, an estimated $25.1K.
  • iShares US Technology ETF made up 0.2% of Aviance Capital Partners's portfolio in Q1 2026, its #106 holding.
  • Aviance Capital Partners first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • Aviance Capital Partners's iShares US Technology ETF position peaked at $1.87M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.