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Capstone Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Capstone Financial Advisors’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 		$210K Buy
1,159
+1
+0.1% +$193 0.01% 169
2025
Q4 		$231K Hold
1,158
– – 0.01% 157
2025
Q3 		$227K Sell
1,158
-49
-4% -$8.96K 0.01% 161
2025
Q2 		$209K Buy
+1,207
New +$183K 0.01% 157

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

Capstone Financial Advisors's IYW Position: Q1 2026 in Review

Capstone Financial Advisors increased its iShares US Technology ETF (IYW) stake by 0.09% in Q1 2026, buying an estimated $193 and bringing the position to 1,159 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #169.

Capstone Financial Advisors first reported a position in IYW in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Capstone Financial Advisors held 1,159 shares of iShares US Technology ETF worth $210K as of Q1 2026.
  • Capstone Financial Advisors bought 1 iShares US Technology ETF share in Q1 2026, an estimated $193.
  • iShares US Technology ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #169 holding.
  • Capstone Financial Advisors first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Capstone Financial Advisors's iShares US Technology ETF position peaked at $231K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.