Belvedere Trading’s iShares US Technology ETF IYW Stock Holding History

Belvedere Trading’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
2024 Q4	–	Sell	-3,500	Closed	-$531K	–	958
2024 Q3	$531K	Sell	3,500 -29,700	-89%	-$4.37M	﹤0.01%	181
2024 Q2	$5M	Buy	33,200 +22,600	+213%	+$3.12M	0.01%	54
2024 Q1	$1.43M	Buy	10,600 +8,900	+524%	+$1.16M	﹤0.01%	77
2023 Q4	$209K	Sell	1,700 -2,800	-62%	-$317K	﹤0.01%	336
2023 Q3	$472K	Buy	4,500 +600	+15%	+$65.2K	﹤0.01%	124
2023 Q2	$425K	Buy	3,900 +1,700	+77%	+$167K	﹤0.01%	168
2023 Q1	$204K	Buy	+2,200	New	+$185K	﹤0.01%	325

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

Belvedere Trading's IYW Position: Q1 2026 in Review

Belvedere Trading opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 10,878 shares worth $1.97M. The stake represents ﹤0.01% of the portfolio and ranks #91 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in IYW as recently as Q2 2025.

Belvedere Trading first reported a position in IYW in Q4 2020 and has held it in 4 quarters since. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Belvedere Trading held 10,878 shares of iShares US Technology ETF worth $1.97M as of Q1 2026.
iShares US Technology ETF was a new Belvedere Trading position in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #91 holding.
Belvedere Trading first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 4 quarters since.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.