Bessemer Group
IYW icon

Bessemer Group’s iShares US Technology ETF IYW Stock Holding History

Bessemer Group’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 		$331K Sell
1,823
-1,211
-40% -$234K ﹤0.01% 1263
2025
Q4 		$607K Buy
3,034
+1,840
+154% +$368K ﹤0.01% 1081
2025
Q3 		$234K Buy
1,194
+138
+13% +$25.2K ﹤0.01% 1082
2025
Q2 		$183K Sell
1,056
-143
-12% -$21.7K ﹤0.01% 1101
2025
Q1 		$168K Buy
1,199
+198
+20% +$30.8K ﹤0.01% 1109
2024
Q4 		$160K Hold
1,001
– – ﹤0.01% 1116
2024
Q3 		$152K Hold
1,001
– – ﹤0.01% 1185
2024
Q2 		$151K Hold
1,001
– – ﹤0.01% 1068
2024
Q1 		$135K Hold
1,001
– – ﹤0.01% 1110
2023
Q4 		$123K Sell
1,001
-3,271
-77% -$371K ﹤0.01% 1168
2023
Q3 		$448K Buy
4,272
+1,125
+36% +$122K ﹤0.01% 834
2023
Q2 		$343K Hold
3,147
– – ﹤0.01% 908
2023
Q1 		$292K Sell
3,147
-3
-0.1% -$252 ﹤0.01% 833
2022
Q4 		$235K Sell
3,150
-22,963
-88% -$1.76M ﹤0.01% 859
2022
Q3 		$1.92M Buy
26,113
+1,200
+5% +$102K 0.01% 459
2022
Q2 		$1.99M Sell
24,913
-869
-3% -$76.9K 0.01% 438
2022
Q1 		$2.66M Buy
25,782
+596
+2% +$60.9K 0.01% 307
2021
Q4 		$2.89M Sell
25,186
-1,676
-6% -$186K 0.01% 299
2021
Q3 		$2.72M Buy
+26,862
New +$2.8M 0.01% 285
2013
Q3 		– Sell
-5,464
Closed -$101K – 1312
2013
Q2 		$101K Buy
+5,464
New +$102K ﹤0.01% 639

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

Bessemer Group's IYW Position: Q1 2026 in Review

Bessemer Group reduced its iShares US Technology ETF (IYW) stake by 40% in Q1 2026, selling an estimated $234K and leaving 1,823 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Bessemer Group first reported a position in IYW in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.89M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Bessemer Group held 1,823 shares of iShares US Technology ETF worth $331K as of Q1 2026.
  • Bessemer Group sold 1,211 iShares US Technology ETF shares in Q1 2026, an estimated $234K.
  • iShares US Technology ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1263 holding.
  • Bessemer Group first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 20 quarters since.
  • Bessemer Group's iShares US Technology ETF position peaked at $2.89M in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.