Beacon Bridge Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Beacon Bridge Wealth 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	$1.69M	Sell	9,301 -28	-0.3%	-$5.41K	0.56%	45
2025 Q4	$1.86M	Sell	9,329 -22,228	-70%	-$4.45M	0.62%	42
2025 Q3	$6.18M	Buy	31,557 +278	+0.9%	+$50.9K	2.2%	16
2025 Q2	$5.42M	Sell	31,279 -77	-0.2%	-$11.7K	2.15%	16
2025 Q1	$4.4M	Buy	31,356 +2,730	+10%	+$425K	1.88%	16
2024 Q4	$4.57M	Buy	28,626 +282	+1%	+$44.6K	1.94%	16
2024 Q3	$4.3M	Buy	28,344 +5,659	+25%	+$832K	1.85%	17
2024 Q2	$3.41M	Buy	22,685 +3,450	+18%	+$477K	1.57%	19
2024 Q1	$2.6M	Buy	19,235 +3,223	+20%	+$420K	1.23%	26
2023 Q4	$1.97M	Buy	16,012 +1,504	+10%	+$170K	0.98%	28
2023 Q3	$1.52M	Buy	+14,508	New	+$1.58M	0.8%	34

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

Beacon Bridge Wealth Partners's IYW Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 0.3% in Q1 2026, selling an estimated $5.41K and leaving 9,301 shares worth $1.69M. The position accounts for 0.56% of the portfolio, ranked #45.

Beacon Bridge Wealth Partners first reported a position in IYW in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.18M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Beacon Bridge Wealth Partners held 9,301 shares of iShares US Technology ETF worth $1.69M as of Q1 2026.
Beacon Bridge Wealth Partners sold 28 iShares US Technology ETF shares in Q1 2026, an estimated $5.41K.
iShares US Technology ETF made up 0.56% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #45 holding.
Beacon Bridge Wealth Partners first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 11 quarters since.
Beacon Bridge Wealth Partners's iShares US Technology ETF position peaked at $6.18M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.