Campion Asset Management’s iShares US Technology ETF IYW Stock Holding History

Campion Asset 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	$278K	Hold	1,530	–	–	0.19%	69
2025 Q4	$306K	Hold	1,530	–	–	0.21%	63
2025 Q3	$300K	Sell	1,530 -270	-15%	-$49.4K	0.21%	66
2025 Q2	$312K	Hold	1,800	–	–	0.23%	66
2025 Q1	$253K	Hold	1,800	–	–	0.2%	76
2024 Q4	$287K	Hold	1,800	–	–	0.22%	73
2024 Q3	$273K	Hold	1,800	–	–	0.2%	79
2024 Q2	$271K	Hold	1,800	–	–	0.21%	78
2024 Q1	$243K	Hold	1,800	–	–	0.19%	88
2023 Q4	$221K	Buy	+1,800	New	+$204K	0.19%	89
2022 Q1	–	Sell	-1,800	Closed	-$207K	–	93
2021 Q4	$207K	Buy	+1,800	New	+$200K	0.17%	93

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

Campion Asset Management's IYW Position: Q1 2026 in Review

Campion Asset Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,530 shares worth $278K. The position accounts for 0.19% of the portfolio, ranked #69.

Campion Asset Management first reported a position in IYW in Q4 2021 and has held it in 11 quarters since. The position peaked at $312K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Campion Asset Management held 1,530 shares of iShares US Technology ETF worth $278K as of Q1 2026.
Campion Asset Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.19% of Campion Asset Management's portfolio in Q1 2026, its #69 holding.
Campion Asset Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 11 quarters since.
Campion Asset Management's iShares US Technology ETF position peaked at $312K in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.