Blalock Williams’s iShares US Technology ETF IYW Stock Holding History

Blalock Williams’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	–	Sell	-1,360	Closed	-$272K	–	150
2025 Q4	$272K	Sell	1,360 -78	-5%	-$15.6K	0.22%	105
2025 Q3	$282K	Sell	1,438 -4,752	-77%	-$869K	0.25%	97
2025 Q2	$1.07M	Sell	6,190 -714	-10%	-$108K	1.07%	25
2025 Q1	$970K	Sell	6,904 -155	-2%	-$24.1K	1.09%	25
2024 Q4	$1.13M	Buy	+7,059	New	+$1.12M	1.31%	21

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 $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Blalock Williams's IYW Position: Q1 2026 in Review

Blalock Williams sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,360 shares — an estimated $272K sold.

Blalock Williams first reported a position in IYW in Q4 2024 and held it in 5 quarters. The position peaked at $1.13M in Q4 2024. 1,177 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Blalock Williams reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Blalock Williams sold 1,360 iShares US Technology ETF shares in Q1 2026, an estimated $272K.
Blalock Williams first reported a position in iShares US Technology ETF in Q4 2024 and held it in 5 quarters.
Blalock Williams's iShares US Technology ETF position peaked at $1.13M in Q4 2024.
1,177 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.