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Beacon Financial Advisory’s iShares US Technology ETF IYW Stock Holding History

Beacon Financial Advisory’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 		$287K Sell
1,580
-398
-20% -$76.9K 0.06% 314
2025
Q4 		$395K Sell
1,978
-294
-13% -$58.8K 0.09% 246
2025
Q3 		$445K Sell
2,272
-2,286
-50% -$418K 0.1% 224
2025
Q2 		$790K Sell
4,558
-1,022
-18% -$155K 0.2% 136
2025
Q1 		$784K Buy
5,580
+391
+8% +$60.9K 0.24% 116
2024
Q4 		$828K Buy
5,189
+322
+7% +$50.9K 0.27% 99
2024
Q3 		$738K Sell
4,867
-39
-0.8% -$5.74K 0.25% 117
2024
Q2 		$738K Buy
4,906
+302
+7% +$41.7K 0.28% 106
2024
Q1 		$622K Sell
4,604
-59
-1% -$7.68K 0.3% 101
2023
Q4 		$572K Buy
4,663
+609
+15% +$69K 0.28% 108
2023
Q3 		$425K Sell
4,054
-966
-19% -$105K 0.23% 131
2023
Q2 		$547K Buy
5,020
+482
+11% +$47.3K 0.31% 106
2023
Q1 		$421K Buy
4,538
+757
+20% +$63.5K 0.27% 126
2022
Q4 		$282K Buy
+3,781
New +$289K 0.2% 147
2022
Q2 		– Sell
-2,807
Closed -$289K – 231
2022
Q1 		$289K Sell
2,807
-556
-17% -$56.8K 0.14% 185
2021
Q4 		$386K Sell
3,363
-640
-16% -$71.1K 0.18% 152
2021
Q3 		$405K Buy
+4,003
New +$418K 0.21% 141

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 $7.56B AUM 23.82% 1-Year Est. Return

Beacon Financial Advisory's IYW Position: Q1 2026 in Review

Beacon Financial Advisory reduced its iShares US Technology ETF (IYW) stake by 20% in Q1 2026, selling an estimated $76.9K and leaving 1,580 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #314.

Beacon Financial Advisory first reported a position in IYW in Q3 2021 and has held it in 17 quarters since. The position peaked at $828K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Beacon Financial Advisory held 1,580 shares of iShares US Technology ETF worth $287K as of Q1 2026.
  • Beacon Financial Advisory sold 398 iShares US Technology ETF shares in Q1 2026, an estimated $76.9K.
  • iShares US Technology ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #314 holding.
  • Beacon Financial Advisory first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 17 quarters since.
  • Beacon Financial Advisory's iShares US Technology ETF position peaked at $828K in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.