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

BIP 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 		$416K Buy
2,293
+650
+40% +$126K 0.02% 321
2025
Q4 		$328K Buy
1,643
+28
+2% +$5.6K 0.01% 353
2025
Q3 		$316K Hold
1,615
– – 0.02% 230
2025
Q2 		$280K Sell
1,615
-608
-27% -$92.2K 0.02% 224
2025
Q1 		$312K Hold
2,223
– – 0.02% 205
2024
Q4 		$355K Buy
2,223
+623
+39% +$98.6K 0.02% 189
2024
Q3 		$243K Hold
1,600
– – 0.02% 207
2024
Q2 		$241K Hold
1,600
– – 0.02% 170
2024
Q1 		$216K Buy
+1,600
New +$208K 0.02% 202

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

BIP Wealth's IYW Position: Q1 2026 in Review

BIP Wealth increased its iShares US Technology ETF (IYW) stake by 40% in Q1 2026, buying an estimated $126K and bringing the position to 2,293 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #321.

BIP Wealth first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • BIP Wealth held 2,293 shares of iShares US Technology ETF worth $416K as of Q1 2026.
  • BIP Wealth bought 650 iShares US Technology ETF shares in Q1 2026, an estimated $126K.
  • iShares US Technology ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #321 holding.
  • BIP Wealth first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.