D.A. Davidson & Co’s iShares US Technology ETF IYW Stock Holding History

D.A. Davidson & Co’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	$3.89M	Buy	21,454 +10,674	+99%	+$2.06M	0.02%	478
2025 Q4	$2.15M	Sell	10,780 -182	-2%	-$36.4K	0.01%	645
2025 Q3	$2.15M	Sell	10,962 -396	-3%	-$72.4K	0.01%	623
2025 Q2	$1.97M	Buy	11,358 +469	+4%	+$71.1K	0.01%	619
2025 Q1	$1.53M	Sell	10,889 -8,532	-44%	-$1.33M	0.01%	651
2024 Q4	$3.1M	Buy	19,421 +382	+2%	+$60.4K	0.03%	431
2024 Q3	$2.89M	Sell	19,039 -5,251	-22%	-$772K	0.02%	458
2024 Q2	$3.66M	Buy	24,290 +9,827	+68%	+$1.36M	0.03%	375
2024 Q1	$1.95M	Buy	14,463 +1,479	+11%	+$193K	0.02%	539
2023 Q4	$1.59M	Buy	12,984 +6,185	+91%	+$701K	0.02%	564
2023 Q3	$713K	Buy	6,799 +179	+3%	+$19.5K	0.01%	790
2023 Q2	$721K	Buy	6,620 +95	+1%	+$9.33K	0.01%	803
2023 Q1	$606K	Buy	6,525 +2,828	+76%	+$237K	0.01%	839
2022 Q4	$275K	Buy	3,697 +8	+0.2%	+$612	﹤0.01%	1087
2022 Q3	$271K	Sell	3,689 -79	-2%	-$6.7K	﹤0.01%	1045
2022 Q2	$301K	Sell	3,768 -318	-8%	-$28.1K	﹤0.01%	1010
2022 Q1	$421K	Buy	4,086 +905	+28%	+$92.4K	﹤0.01%	940
2021 Q4	$365K	Sell	3,181 -297	-9%	-$33K	﹤0.01%	989
2021 Q3	$352K	Sell	3,478 -299	-8%	-$31.2K	﹤0.01%	949
2021 Q2	$375K	Buy	3,777 +2	+0.1%	+$187	﹤0.01%	917
2021 Q1	$331K	Buy	3,775 +3	+0.1%	+$263	﹤0.01%	928
2020 Q4	$321K	Buy	3,772 +4	+0.1%	+$320	﹤0.01%	828
2020 Q3	$284K	Buy	3,768 +4	+0.1%	+$292	﹤0.01%	789
2020 Q2	$254K	Sell	3,764 -256	-6%	-$15.5K	﹤0.01%	792
2020 Q1	$206K	Buy	4,020 +4	+0.1%	+$232	﹤0.01%	860
2019 Q4	$234K	Sell	4,016 -3,996	-50%	-$217K	﹤0.01%	906
2019 Q3	$409K	Sell	8,012 -8	-0.1%	-$407	0.01%	709
2019 Q2	$397K	Buy	8,020 +1,448	+22%	+$70.8K	0.01%	695
2019 Q1	$313K	Buy	6,572 +20	+0.3%	+$889	0.01%	864
2018 Q4	$262K	Hold	6,552	–	–	0.01%	867
2018 Q3	$318K	Buy	6,552 +460	+8%	+$21.7K	0.01%	889
2018 Q2	$272K	Sell	6,092 -1,268	-17%	-$56.1K	0.01%	913
2018 Q1	$310K	Hold	7,360	–	–	0.01%	858
2017 Q4	$299K	Sell	7,360 -88	-1%	-$3.53K	0.01%	849
2017 Q3	$279K	Buy	7,448 +196	+3%	+$7.18K	0.01%	868
2017 Q2	$253K	Buy	7,252 +260	+4%	+$9.12K	0.01%	859
2017 Q1	$236K	Buy	6,992 +720	+11%	+$23.4K	0.01%	870
2016 Q4	$188K	Hold	6,272	–	–	﹤0.01%	1032
2016 Q3	$186K	Hold	6,272	–	–	﹤0.01%	976
2016 Q2	$165K	Buy	6,272 +200	+3%	+$5.28K	﹤0.01%	916
2016 Q1	$164K	Sell	6,072 -700	-10%	-$17.7K	0.01%	921
2015 Q4	$181K	Hold	6,772	–	–	0.01%	872
2015 Q3	$167K	Buy	6,772 +160	+2%	+$4.13K	0.01%	886
2015 Q2	$173K	Hold	6,612	–	–	0.01%	925
2015 Q1	$173K	Sell	6,612 -123,472	-95%	-$3.24M	0.01%	920
2014 Q4	$3.39M	Buy	130,084 +29,056	+29%	+$741K	0.11%	193
2014 Q3	$2.54M	Buy	101,028 +11,612	+13%	+$290K	0.09%	226
2014 Q2	$2.17M	Sell	89,416 -39,336	-31%	-$909K	0.07%	259
2014 Q1	$2.93M	Buy	128,752 +56,408	+78%	+$1.26M	0.1%	198
2013 Q4	$1.6M	Buy	72,344 +6,664	+10%	+$139K	0.06%	287
2013 Q3	$1.29M	Buy	65,680 +30,336	+86%	+$589K	0.06%	290
2013 Q2	$649K	Buy	+35,344	New	+$657K	0.03%	417

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

D.A. Davidson & Co's IYW Position: Q1 2026 in Review

D.A. Davidson & Co increased its iShares US Technology ETF (IYW) stake by 99% in Q1 2026, buying an estimated $2.06M and bringing the position to 21,454 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #478.

D.A. Davidson & Co first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

D.A. Davidson & Co held 21,454 shares of iShares US Technology ETF worth $3.89M as of Q1 2026.
D.A. Davidson & Co bought 10,674 iShares US Technology ETF shares in Q1 2026, an estimated $2.06M.
iShares US Technology ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #478 holding.
D.A. Davidson & Co first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.