BlackDiamond Wealth Management’s iShares US Technology ETF IYW Stock Holding History

BlackDiamond Wealth Management’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	$270K	Hold	1,488	–	–	0.13%	158
2025 Q4	$292K	Sell	1,488 -2	-0.1%	-$400	0.14%	151
2025 Q3	$292K	Sell	1,490 -27	-2%	-$4.94K	0.16%	122
2025 Q2	$260K	Hold	1,517	–	–	0.15%	130
2025 Q1	$225K	Sell	1,517 -711	-32%	-$111K	0.15%	136
2024 Q4	$355K	Hold	2,228	–	–	0.21%	102
2024 Q3	$358K	Sell	2,228 -5	-0.2%	-$735	0.22%	106
2024 Q2	$308K	Buy	+2,233	New	+$309K	0.2%	105

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

BlackDiamond Wealth Management's IYW Position: Q1 2026 in Review

BlackDiamond Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,488 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #158.

BlackDiamond Wealth Management first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $358K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

BlackDiamond Wealth Management held 1,488 shares of iShares US Technology ETF worth $270K as of Q1 2026.
BlackDiamond Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.13% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #158 holding.
BlackDiamond Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
BlackDiamond Wealth Management's iShares US Technology ETF position peaked at $358K in Q3 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.