Boston Family Office’s iShares US Technology ETF IYW Stock Holding History

Boston Family Office’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	$1.72M	Hold	9,500	–	–	0.11%	130
2025 Q4	$1.9M	Hold	9,500	–	–	0.12%	126
2025 Q3	$1.86M	Sell	9,500 -200	-2%	-$36.6K	0.12%	129
2025 Q2	$1.68M	Hold	9,700	–	–	0.11%	130
2025 Q1	$1.36M	Hold	9,700	–	–	0.1%	139
2024 Q4	$1.55M	Sell	9,700 -400	-4%	-$63.3K	0.11%	128
2024 Q3	$1.53M	Hold	10,100	–	–	0.1%	129
2024 Q2	$1.52M	Hold	10,100	–	–	0.11%	123
2024 Q1	$1.36M	Hold	10,100	–	–	0.1%	130
2023 Q4	$1.24M	Hold	10,100	–	–	0.09%	140
2023 Q3	$1.06M	Hold	10,100	–	–	0.09%	145
2023 Q2	$1.1M	Sell	10,100 -700	-6%	-$68.8K	0.08%	147
2023 Q1	$1M	Hold	10,800	–	–	0.08%	149
2022 Q4	$804K	Hold	10,800	–	–	0.07%	166
2022 Q3	$792K	Hold	10,800	–	–	0.07%	162
2022 Q2	$863K	Hold	10,800	–	–	0.07%	157
2022 Q1	$1.11M	Sell	10,800 -400	-4%	-$40.8K	0.08%	148
2021 Q4	$1.29M	Hold	11,200	–	–	0.08%	147
2021 Q3	$1.13M	Hold	11,200	–	–	0.08%	153
2021 Q2	$1.11M	Hold	11,200	–	–	0.08%	157
2021 Q1	$982K	Hold	11,200	–	–	0.07%	163
2020 Q4	$953K	Hold	11,200	–	–	0.07%	162
2020 Q3	$843K	Hold	11,200	–	–	0.08%	159
2020 Q2	$755K	Hold	11,200	–	–	0.07%	158
2020 Q1	$572K	Hold	11,200	–	–	0.07%	162
2019 Q4	$651K	Hold	11,200	–	–	0.06%	171
2019 Q3	$572K	Hold	11,200	–	–	0.06%	178
2019 Q2	$554K	Hold	11,200	–	–	0.06%	183
2019 Q1	$534K	Hold	11,200	–	–	0.06%	184
2018 Q4	$448K	Hold	11,200	–	–	0.06%	189
2018 Q3	$543K	Hold	11,200	–	–	0.06%	194
2018 Q2	$499K	Hold	11,200	–	–	0.06%	196
2018 Q1	$471K	Hold	11,200	–	–	0.05%	202
2017 Q4	$456K	Hold	11,200	–	–	0.05%	202
2017 Q3	$420K	Hold	11,200	–	–	0.05%	206
2017 Q2	$391K	Hold	11,200	–	–	0.05%	209
2017 Q1	$378K	Hold	11,200	–	–	0.05%	204
2016 Q4	$337K	Hold	11,200	–	–	0.04%	209
2016 Q3	$333K	Hold	11,200	–	–	0.04%	208
2016 Q2	$295K	Hold	11,200	–	–	0.04%	215
2016 Q1	$304K	Hold	11,200	–	–	0.04%	210
2015 Q4	$300K	Hold	11,200	–	–	0.04%	206
2015 Q3	$277K	Hold	11,200	–	–	0.04%	210
2015 Q2	$293K	Hold	11,200	–	–	0.04%	226
2015 Q1	$294K	Hold	11,200	–	–	0.04%	227
2014 Q4	$292K	Hold	11,200	–	–	0.04%	228
2014 Q3	$282K	Hold	11,200	–	–	0.04%	231
2014 Q2	$271K	Hold	11,200	–	–	0.03%	239
2014 Q1	$255K	Hold	11,200	–	–	0.03%	241
2013 Q4	$248K	Hold	11,200	–	–	0.03%	235
2013 Q3	$221K	Hold	11,200	–	–	0.03%	243
2013 Q2	$206K	Buy	+11,200	New	+$208K	0.03%	245

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 $7.56B AUM 23.82% 1-Year Est. Return

Boston Family Office's IYW Position: Q1 2026 in Review

Boston Family Office held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 9,500 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #130.

Boston Family Office first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.9M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Boston Family Office held 9,500 shares of iShares US Technology ETF worth $1.72M as of Q1 2026.
Boston Family Office left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.11% of Boston Family Office's portfolio in Q1 2026, its #130 holding.
Boston Family Office first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's iShares US Technology ETF position peaked at $1.9M in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.