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Bartlett & Co Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Bartlett & Co 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 		$9.28M Sell
41,966
-320
-0.8% -$61.8K 0.12% 109
2025
Q4 		$8.44M Buy
42,286
+7,217
+21% +$1.44M 0.11% 112
2025
Q3 		$6.87M Sell
35,069
-141
-0.4% -$25.8K 0.09% 126
2025
Q2 		$6.1M Sell
35,210
-733
-2% -$111K 0.09% 125
2025
Q1 		$5.05M Buy
35,943
+10,895
+43% +$1.7M 0.07% 136
2024
Q4 		$4M Sell
25,048
-284
-1% -$44.9K 0.06% 149
2024
Q3 		$3.84M Sell
25,332
-426
-2% -$62.6K 0.06% 153
2024
Q2 		$3.88M Sell
25,758
-1,773
-6% -$245K 0.06% 152
2024
Q1 		$3.72M Sell
27,531
-147
-0.5% -$19.1K 0.06% 154
2023
Q4 		$3.41M Hold
27,678
– – 0.06% 156
2023
Q3 		$2.91M Sell
27,678
-82
-0.3% -$8.92K 0.05% 162
2023
Q2 		$3.02M Sell
27,760
-162
-0.6% -$15.9K 0.05% 159
2023
Q1 		$2.59M Hold
27,922
– – 0.05% 161
2022
Q4 		$2.08M Buy
27,922
+1
+0% +$77 0.04% 179
2022
Q3 		$2.05M Hold
27,921
– – 0.04% 167
2022
Q2 		$2.23M Sell
27,921
-88
-0.3% -$7.79K 0.05% 164
2022
Q1 		$2.89M Buy
28,009
+539
+2% +$55K 0.05% 159
2021
Q4 		$3.15M Buy
27,470
+11,945
+77% +$1.33M 0.05% 157
2021
Q3 		$1.57M Hold
15,525
– – 0.03% 184
2021
Q2 		$1.54M Buy
15,525
+1,648
+12% +$154K 0.03% 188
2021
Q1 		$1.22M Hold
13,877
– – 0.02% 196
2020
Q4 		$1.18M Sell
13,877
-651
-4% -$52K 0.03% 194
2020
Q3 		$1.09M Buy
14,528
+4,460
+44% +$326K 0.03% 196
2020
Q2 		$679K Buy
10,068
+9,960
+9,222% +$601K 0.02% 216
2020
Q1 		$5.43K Hold
108
– – ﹤0.01% 715
2019
Q4 		$6.18K Buy
108
+4
+4% +$218 ﹤0.01% 754
2019
Q3 		$5.41K Hold
104
– – ﹤0.01% 771
2019
Q2 		$5.24K Hold
104
– – ﹤0.01% 626
2019
Q1 		$5.04K Hold
104
– – ﹤0.01% 612
2018
Q4 		$4.22K Hold
104
– – ﹤0.01% 632
2018
Q3 		$5.11K Hold
104
– – ﹤0.01% 638
2018
Q2 		$4.68K Hold
104
– – ﹤0.01% 644
2018
Q1 		$4.41K Buy
+104
New +$4.48K ﹤0.01% 662

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

Bartlett & Co Wealth Management's IYW Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.76% in Q1 2026, selling an estimated $61.8K and leaving 41,966 shares worth $9.28M. The position accounts for 0.12% of the portfolio, ranked #109.

Bartlett & Co Wealth Management first reported a position in IYW in Q1 2018 and has held it in 33 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Bartlett & Co Wealth Management held 41,966 shares of iShares US Technology ETF worth $9.28M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 320 iShares US Technology ETF shares in Q1 2026, an estimated $61.8K.
  • iShares US Technology ETF made up 0.12% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 33 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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