Creative Planning
IYW icon

Creative Planning’s iShares US Technology ETF IYW Stock Holding History

Creative Planning’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 		$27.7M Sell
152,552
-7,353
-5% -$1.42M 0.02% 333
2025
Q4 		$31.9M Buy
159,905
+897
+0.6% +$179K 0.02% 278
2025
Q3 		$31.1M Sell
159,008
-748
-0.5% -$137K 0.02% 269
2025
Q2 		$27.7M Sell
159,756
-9,296
-5% -$1.41M 0.02% 271
2025
Q1 		$23.7M Buy
169,052
+45,242
+37% +$7.05M 0.02% 287
2024
Q4 		$19.8M Buy
123,810
+7,056
+6% +$1.12M 0.02% 300
2024
Q3 		$17.7M Sell
116,754
-128
-0.1% -$18.8K 0.02% 305
2024
Q2 		$17.6M Buy
116,882
+786
+0.7% +$109K 0.02% 290
2024
Q1 		$15.7M Buy
116,096
+6,455
+6% +$840K 0.02% 308
2023
Q4 		$13.5M Buy
109,641
+2,197
+2% +$249K 0.03% 321
2023
Q3 		$11.3M Sell
107,444
-298
-0.3% -$32.4K 0.02% 334
2023
Q2 		$11.7M Buy
107,742
+1,130
+1% +$111K 0.02% 315
2023
Q1 		$9.89M Sell
106,612
-1,343
-1% -$113K 0.01% 343
2022
Q4 		$8.04M Buy
107,955
+4,042
+4% +$309K 0.01% 381
2022
Q3 		$7.62M Buy
103,913
+4,944
+5% +$419K 0.01% 356
2022
Q2 		$7.91M Sell
98,969
-214
-0.2% -$18.9K 0.01% 361
2022
Q1 		$10.2M Buy
99,183
+3,707
+4% +$379K 0.02% 315
2021
Q4 		$11M Sell
95,476
-4,159
-4% -$462K 0.02% 268
2021
Q3 		$10.1M Sell
99,635
-4,327
-4% -$451K 0.02% 264
2021
Q2 		$10.3M Sell
103,962
-7,798
-7% -$727K 0.02% 263
2021
Q1 		$9.8M Sell
111,760
-2,992
-3% -$262K 0.02% 278
2020
Q4 		$9.76M Buy
114,752
+5,868
+5% +$469K 0.02% 265
2020
Q3 		$8.2M Buy
108,884
+12,072
+12% +$882K 0.02% 244
2020
Q2 		$6.53M Sell
96,812
-59,804
-38% -$3.61M 0.02% 250
2020
Q1 		$8M Buy
156,616
+58,680
+60% +$3.4M 0.03% 194
2019
Q4 		$5.7M Buy
97,936
+7,648
+8% +$416K 0.02% 274
2019
Q3 		$4.61M Buy
90,288
+1,444
+2% +$73.4K 0.02% 299
2019
Q2 		$4.39M Buy
88,844
+2,160
+2% +$106K 0.01% 315
2019
Q1 		$4.13M Sell
86,684
-3,692
-4% -$164K 0.01% 304
2018
Q4 		$3.61M Buy
90,376
+384
+0.4% +$16.6K 0.01% 302
2018
Q3 		$4.37M Sell
89,992
-3,160
-3% -$149K 0.02% 298
2018
Q2 		$4.15M Buy
93,152
+4,552
+5% +$201K 0.02% 298
2018
Q1 		$3.73M Buy
88,600
+1,932
+2% +$83.2K 0.02% 316
2017
Q4 		$3.53M Sell
86,668
-1,936
-2% -$77.6K 0.02% 319
2017
Q3 		$3.32M Buy
88,604
+2,296
+3% +$84.1K 0.02% 317
2017
Q2 		$3.02M Buy
86,308
+6,672
+8% +$234K 0.02% 323
2017
Q1 		$2.69M Buy
79,636
+888
+1% +$28.8K 0.01% 342
2016
Q4 		$2.37M Buy
78,748
+10,332
+15% +$308K 0.01% 360
2016
Q3 		$2.04M Buy
68,416
+5,552
+9% +$159K 0.01% 375
2016
Q2 		$1.66M Buy
62,864
+4,404
+8% +$116K 0.01% 385
2016
Q1 		$1.59M Sell
58,460
-716
-1% -$18.1K 0.01% 369
2015
Q4 		$1.58M Buy
59,176
+856
+1% +$23.1K 0.01% 366
2015
Q3 		$1.44M Buy
58,320
+5,396
+10% +$139K 0.01% 372
2015
Q2 		$1.39M Sell
52,924
-7,564
-13% -$204K 0.01% 380
2015
Q1 		$1.59M Sell
60,488
-1,384
-2% -$36.4K 0.01% 332
2014
Q4 		$1.61M Sell
61,872
-1,576
-2% -$40.2K 0.02% 319
2014
Q3 		$1.6M Buy
63,448
+6,492
+11% +$162K 0.02% 289
2014
Q2 		$1.38M Buy
56,956
+500
+0.9% +$11.6K 0.02% 301
2014
Q1 		$1.28M Buy
56,456
+8,264
+17% +$184K 0.02% 296
2013
Q4 		$1.07M Buy
48,192
+1,524
+3% +$31.7K 0.02% 286
2013
Q3 		$919K Buy
46,668
+1,800
+4% +$35K 0.02% 285
2013
Q2 		$826K Buy
+44,868
New +$834K 0.02% 279

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

Creative Planning's IYW Position: Q1 2026 in Review

Creative Planning reduced its iShares US Technology ETF (IYW) stake by 4.6% in Q1 2026, selling an estimated $1.42M and leaving 152,552 shares worth $27.7M. The position accounts for 0.02% of the portfolio, ranked #333.

Creative Planning first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.9M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Creative Planning held 152,552 shares of iShares US Technology ETF worth $27.7M as of Q1 2026.
  • Creative Planning sold 7,353 iShares US Technology ETF shares in Q1 2026, an estimated $1.42M.
  • iShares US Technology ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #333 holding.
  • Creative Planning first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's iShares US Technology ETF position peaked at $31.9M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.