BOK Financial Private Wealth’s iShares US Technology ETF IYW Stock Holding History

BOK Financial Private 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	$399K	Hold	2,200	–	–	0.02%	138
2025 Q4	$439K	Hold	2,200	–	–	0.03%	133
2025 Q3	$431K	Hold	2,200	–	–	0.03%	131
2025 Q2	$381K	Hold	2,200	–	–	0.03%	141
2025 Q1	$309K	Hold	2,200	–	–	0.02%	147
2024 Q4	$351K	Hold	2,200	–	–	0.03%	147
2024 Q3	$334K	Hold	2,200	–	–	0.02%	148
2024 Q2	$331K	Hold	2,200	–	–	0.02%	148
2024 Q1	$297K	Hold	2,200	–	–	0.02%	154
2023 Q4	$270K	Sell	2,200 -1,100	-33%	-$125K	0.02%	149
2023 Q3	$346K	Buy	+3,300	New	+$359K	0.03%	140

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

BOK Financial Private Wealth's IYW Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,200 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #138.

BOK Financial Private Wealth first reported a position in IYW in Q3 2023 and has held it in 11 quarters since. The position peaked at $439K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

BOK Financial Private Wealth held 2,200 shares of iShares US Technology ETF worth $399K as of Q1 2026.
BOK Financial Private Wealth left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #138 holding.
BOK Financial Private Wealth first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 11 quarters since.
BOK Financial Private Wealth's iShares US Technology ETF position peaked at $439K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.