Cassaday & Co Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Cassaday & Co 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	$1.02M	Sell	5,620 -372	-6%	-$71.9K	0.02%	135
2025 Q4	$1.2M	Hold	5,992	–	–	0.03%	121
2025 Q3	$1.17M	Buy	5,992 +292	+5%	+$53.4K	0.03%	121
2025 Q2	$988K	Buy	5,700 +200	+4%	+$30.3K	0.02%	131
2025 Q1	$772K	Hold	5,500	–	–	0.02%	145
2024 Q4	$877K	Hold	5,500	–	–	0.02%	127
2024 Q3	$834K	Hold	5,500	–	–	0.02%	130
2024 Q2	$828K	Hold	5,500	–	–	0.03%	123
2024 Q1	$743K	Buy	5,500 +400	+8%	+$52.1K	0.02%	138
2023 Q4	$626K	Hold	5,100	–	–	0.02%	144
2023 Q3	$535K	Hold	5,100	–	–	0.02%	138
2023 Q2	$555K	Hold	5,100	–	–	0.02%	144
2023 Q1	$473K	Sell	5,100 -640	-11%	-$53.7K	0.02%	156
2022 Q4	$428K	Buy	+5,740	New	+$439K	0.02%	160

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

Cassaday & Co Wealth Management's IYW Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its iShares US Technology ETF (IYW) stake by 6.2% in Q1 2026, selling an estimated $71.9K and leaving 5,620 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #135.

Cassaday & Co Wealth Management first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Cassaday & Co Wealth Management held 5,620 shares of iShares US Technology ETF worth $1.02M as of Q1 2026.
Cassaday & Co Wealth Management sold 372 iShares US Technology ETF shares in Q1 2026, an estimated $71.9K.
iShares US Technology ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #135 holding.
Cassaday & Co Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's iShares US Technology ETF position peaked at $1.2M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.