Clifford Swan Investment Counsel’s iShares US Technology ETF IYW Stock Holding History

Clifford Swan Investment Counsel’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	$3.63M	Hold	20,033	–	–	0.12%	122
2025 Q4	$4M	Hold	20,033	–	–	0.13%	120
2025 Q3	$3.92M	Buy	20,033 +33	+0.2%	+$6.04K	0.13%	121
2025 Q2	$3.47M	Hold	20,000	–	–	0.12%	123
2025 Q1	$2.81M	Hold	20,000	–	–	0.1%	129
2024 Q4	$3.19M	Hold	20,000	–	–	0.11%	127
2024 Q3	$3.03M	Hold	20,000	–	–	0.11%	131
2024 Q2	$3.01M	Hold	20,000	–	–	0.11%	126
2024 Q1	$2.7M	Hold	20,000	–	–	0.1%	131
2023 Q4	$2.46M	Hold	20,000	–	–	0.1%	131
2023 Q3	$2.1M	Hold	20,000	–	–	0.09%	137
2023 Q2	$2.18M	Hold	20,000	–	–	0.09%	135
2023 Q1	$1.86M	Hold	20,000	–	–	0.08%	139
2022 Q4	$1.49M	Sell	20,000 -5	-0%	-$383	0.06%	148
2022 Q3	$1.47M	Hold	20,005	–	–	0.07%	149
2022 Q2	$1.6M	Sell	20,005 -87	-0.4%	-$7.7K	0.07%	146
2022 Q1	$2.07M	Hold	20,092	–	–	0.08%	142
2021 Q4	$2.31M	Buy	20,092 +92	+0.5%	+$10.2K	0.08%	142
2021 Q3	$2.2M	Hold	20,000	–	–	0.08%	144
2021 Q2	$2.09M	Hold	20,000	–	–	0.08%	139
2021 Q1	$1.75M	Hold	20,000	–	–	0.07%	143
2020 Q4	$1.7M	Hold	20,000	–	–	0.07%	142
2020 Q3	$1.5M	Hold	20,000	–	–	0.07%	144
2020 Q2	$1.35M	Hold	20,000	–	–	0.07%	151
2020 Q1	$1.02M	Hold	20,000	–	–	0.06%	155
2019 Q4	$1.16M	Sell	20,000 -200	-1%	-$10.9K	0.06%	162
2019 Q3	$1.03M	Buy	20,200 +200	+1%	+$10.2K	0.05%	161
2019 Q2	$989K	Hold	20,000	–	–	0.05%	162
2019 Q1	$953K	Hold	20,000	–	–	0.05%	163
2018 Q4	$800K	Hold	20,000	–	–	0.05%	163
2018 Q3	$970K	Hold	20,000	–	–	0.05%	158
2018 Q2	$891K	Hold	20,000	–	–	0.05%	160
2018 Q1	$841K	Hold	20,000	–	–	0.05%	165
2017 Q4	$814K	Buy	+20,000	New	+$801K	0.04%	172

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Clifford Swan Investment Counsel's IYW Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 20,033 shares worth $3.63M. The position accounts for 0.12% of the portfolio, ranked #122.

Clifford Swan Investment Counsel first reported a position in IYW in Q4 2017 and has held it in 34 quarters since. The position peaked at $4M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Clifford Swan Investment Counsel held 20,033 shares of iShares US Technology ETF worth $3.63M as of Q1 2026.
Clifford Swan Investment Counsel left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.12% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #122 holding.
Clifford Swan Investment Counsel first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 34 quarters since.
Clifford Swan Investment Counsel's iShares US Technology ETF position peaked at $4M in Q4 2025.
1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.