Bogart Wealth LLC’s iShares US Technology ETF IYW Stock Holding History

Bogart Wealth LLC’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	$14.5K	Hold	80	–	–	﹤0.01%	811
2025 Q4	$16K	Sell	80 -82	-51%	-$16.4K	﹤0.01%	732
2025 Q3	$31.7K	Hold	162	–	–	﹤0.01%	551
2025 Q2	$28.1K	Buy	162 +106	+189%	+$16.1K	﹤0.01%	562
2025 Q1	$7.87K	Buy	56 +48	+600%	+$7.48K	﹤0.01%	810
2024 Q4	$1.28K	Hold	8	–	–	﹤0.01%	1180
2024 Q3	$1.21K	Hold	8	–	–	﹤0.01%	1010
2024 Q2	$1.2K	Buy	+8	New	+$1.11K	﹤0.01%	992

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

Bogart Wealth LLC's IYW Position: Q1 2026 in Review

Bogart Wealth LLC held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 80 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Bogart Wealth LLC first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $31.7K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Bogart Wealth LLC held 80 shares of iShares US Technology ETF worth $14.5K as of Q1 2026.
Bogart Wealth LLC left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #811 holding.
Bogart Wealth LLC first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
Bogart Wealth LLC's iShares US Technology ETF position peaked at $31.7K in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.