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IYW icon

Catalina Capital Group’s iShares US Technology ETF IYW Stock Holding History

Catalina Capital 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 		$1.6M Buy
8,824
+63
+0.7% +$12.2K 0.95% 23
2025
Q4 		$1.75M Sell
8,761
-1,496
-15% -$299K 1.06% 21
2025
Q3 		$2.01M Sell
10,257
-863
-8% -$158K 1.23% 16
2025
Q2 		$1.93M Buy
11,120
+590
+6% +$89.4K 1.28% 16
2025
Q1 		$1.48M Buy
10,530
+173
+2% +$26.9K 0.97% 23
2024
Q4 		$1.65M Buy
10,357
+2,671
+35% +$423K 0.54% 38
2024
Q3 		$1.17M Sell
7,686
-2,251
-23% -$331K 0.39% 50
2024
Q2 		$1.5M Buy
9,937
+1,232
+14% +$170K 0.56% 38
2024
Q1 		$1.18M Buy
8,705
+563
+7% +$73.3K 0.49% 45
2023
Q4 		$999K Buy
+8,142
New +$922K 0.67% 31

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