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Basepoint Wealth’s iShares US Technology ETF IYW Stock Holding History

Basepoint Wealth’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 		$5.08K Buy
+28
New +$5.41K ﹤0.01% 484

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

Basepoint Wealth's IYW Position: Q1 2026 in Review

Basepoint Wealth opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 28 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings.

1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Basepoint Wealth held 28 shares of iShares US Technology ETF worth $5.08K as of Q1 2026.
  • iShares US Technology ETF was a new Basepoint Wealth position in Q1 2026.
  • iShares US Technology ETF made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #484 holding.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.