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

Cahaba 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 		$229K Hold
1,263
– – 0.02% 141
2025
Q4 		$252K Sell
1,263
-1,240
-50% -$248K 0.02% 132
2025
Q3 		$490K Hold
2,503
– – 0.04% 96
2025
Q2 		$434K Hold
2,503
– – 0.03% 100
2025
Q1 		$352K Hold
2,503
– – 0.03% 107
2024
Q4 		$399K Buy
2,503
+18
+0.7% +$2.85K 0.03% 103
2024
Q3 		$377K Buy
2,485
+936
+60% +$138K 0.03% 107
2024
Q2 		$233K Buy
+1,549
New +$214K 0.02% 132
2023
Q1 		– Sell
-2,956
Closed -$220K – 149
2022
Q4 		$220K Hold
2,956
– – 0.03% 133
2022
Q3 		$216K Hold
2,956
– – 0.03% 120
2022
Q2 		$236K Buy
2,956
+3
+0.1% +$266 0.03% 121
2022
Q1 		$264K Buy
2,953
+1
+0% +$102 0.04% 121
2021
Q4 		$339K Sell
2,952
-591
-17% -$65.6K 0.05% 112
2021
Q3 		$358K Buy
3,543
+3
+0.1% +$313 0.05% 98
2021
Q2 		$365K Buy
3,540
+3
+0.1% +$280 0.06% 63
2021
Q1 		$310K Buy
3,537
+3
+0.1% +$263 0.05% 67
2020
Q4 		$313K Buy
3,534
+6
+0.2% +$479 0.05% 71
2020
Q3 		$265K Buy
3,528
+4
+0.1% +$292 0.05% 66
2020
Q2 		$244K Buy
+3,524
New +$213K 0.05% 68
2020
Q1 		– Sell
-3,504
Closed -$203K – 78
2019
Q4 		$203K Buy
+3,504
New +$191K 0.05% 74

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

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

Cahaba Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,263 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #141.

Cahaba Wealth Management first reported a position in IYW in Q4 2019 and has held it in 20 quarters since. The position peaked at $490K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Cahaba Wealth Management held 1,263 shares of iShares US Technology ETF worth $229K as of Q1 2026.
  • Cahaba Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Cahaba Wealth Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 20 quarters since.
  • Cahaba Wealth Management's iShares US Technology ETF position peaked at $490K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.