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Caprock Group’s iShares US Technology ETF IYW Stock Holding History

Caprock Group’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 		$3.23M Sell
17,820
-314
-2% -$60.7K 0.08% 217
2025
Q4 		$3.62M Buy
18,134
+249
+1% +$49.8K 0.08% 217
2025
Q3 		$3.25M Buy
+17,885
New +$3.27M 0.08% 213
2025
Q1 		$2.51M Hold
17,885
– – 0.08% 232
2024
Q4 		$2.85M Buy
17,885
+12,584
+237% +$1.99M 0.09% 189
2024
Q3 		$804K Buy
+5,301
New +$780K 0.03% 447

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

Caprock Group's IYW Position: Q1 2026 in Review

Caprock Group reduced its iShares US Technology ETF (IYW) stake by 1.7% in Q1 2026, selling an estimated $60.7K and leaving 17,820 shares worth $3.23M. The position accounts for 0.08% of the portfolio, ranked #217.

Caprock Group first reported a position in IYW in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.62M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Caprock Group held 17,820 shares of iShares US Technology ETF worth $3.23M as of Q1 2026.
  • Caprock Group sold 314 iShares US Technology ETF shares in Q1 2026, an estimated $60.7K.
  • iShares US Technology ETF made up 0.08% of Caprock Group's portfolio in Q1 2026, its #217 holding.
  • Caprock Group first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 6 quarters since.
  • Caprock Group's iShares US Technology ETF position peaked at $3.62M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.