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IYW icon

CreativeOne Wealth’s iShares US Technology ETF IYW Stock Holding History

CreativeOne Wealth’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 		$4.13M Buy
22,745
+2,857
+14% +$552K 0.1% 202
2025
Q4 		$3.97M Buy
19,888
+2,148
+12% +$430K 0.1% 193
2025
Q3 		$3.47M Sell
17,740
-96,486
-84% -$17.7M 0.08% 218
2025
Q2 		$19.8M Sell
114,226
-19,779
-15% -$3M 0.52% 36
2025
Q1 		$18.8M Sell
134,005
-1,141
-0.8% -$178K 0.56% 36
2024
Q4 		$21.6M Sell
135,146
-4,118
-3% -$652K 0.66% 32
2024
Q3 		$21.1M Buy
139,264
+47,013
+51% +$6.91M 0.72% 28
2024
Q2 		$13.9M Sell
92,251
-43,787
-32% -$6.05M 0.7% 31
2024
Q1 		$18.4M Buy
136,038
+46,788
+52% +$6.09M 0.73% 24
2023
Q4 		$11M Buy
89,250
+34,431
+63% +$3.9M 0.7% 34
2023
Q3 		$5.75M Sell
54,819
-144,352
-72% -$15.7M 0.41% 56
2023
Q2 		$21.7M Buy
199,171
+6,628
+3% +$651K 1.01% 19
2023
Q1 		$17.9M Buy
192,543
+39,791
+26% +$3.34M 0.88% 22
2022
Q4 		$11.4M Buy
152,752
+145,581
+2,030% +$11.1M 0.63% 30
2022
Q3 		$526K Buy
7,171
+601
+9% +$51K 0.03% 389
2022
Q2 		$526K Sell
6,570
-71,589
-92% -$6.34M 0.03% 404
2022
Q1 		$8.05M Buy
78,159
+3,076
+4% +$314K 0.42% 52
2021
Q4 		$8.62M Sell
75,083
-1,482
-2% -$165K 0.43% 53
2021
Q3 		$7.76M Buy
76,565
+52,442
+217% +$5.47M 0.46% 54
2021
Q2 		$2.4M Buy
24,123
+15,530
+181% +$1.45M 0.15% 128
2021
Q1 		$754K Buy
+8,593
New +$753K 0.06% 251

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

CreativeOne Wealth's IYW Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares US Technology ETF (IYW) stake by 14% in Q1 2026, buying an estimated $552K and bringing the position to 22,745 shares worth $4.13M. The position accounts for 0.1% of the portfolio, ranked #202.

CreativeOne Wealth first reported a position in IYW in Q1 2021 and has held it in 21 quarters since. The position peaked at $21.7M in Q2 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • CreativeOne Wealth held 22,745 shares of iShares US Technology ETF worth $4.13M as of Q1 2026.
  • CreativeOne Wealth bought 2,857 iShares US Technology ETF shares in Q1 2026, an estimated $552K.
  • iShares US Technology ETF made up 0.1% of CreativeOne Wealth's portfolio in Q1 2026, its #202 holding.
  • CreativeOne Wealth first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 21 quarters since.
  • CreativeOne Wealth's iShares US Technology ETF position peaked at $21.7M in Q2 2023.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.