Destiny Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Destiny Wealth Partners’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	$31.6K	Buy	+174	New	+$33.6K	﹤0.01%	535
2023 Q1	–	Sell	-108	Closed	-$8.04K	–	413
2022 Q4	$8.04K	Buy	+108	New	+$8.26K	﹤0.01%	508
2022 Q2	–	Sell	-2,632	Closed	-$271K	–	628
2022 Q1	$271K	Hold	2,632	–	–	0.05%	140
2021 Q4	$302K	Hold	2,632	–	–	0.06%	142
2021 Q3	$267K	Sell	2,632 -3,390	-56%	-$354K	0.05%	146
2021 Q2	$599K	Buy	6,022 +1,054	+21%	+$98.3K	0.11%	112
2021 Q1	$436K	Hold	4,968	–	–	0.09%	112
2020 Q4	$423K	Buy	+4,968	New	+$397K	0.09%	114

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

Destiny Wealth Partners's IYW Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 174 shares worth $31.6K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in IYW as recently as Q4 2022.

Destiny Wealth Partners first reported a position in IYW in Q4 2020 and has held it in 8 quarters since. The position peaked at $599K in Q2 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Destiny Wealth Partners held 174 shares of iShares US Technology ETF worth $31.6K as of Q1 2026.
iShares US Technology ETF was a new Destiny Wealth Partners position in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #535 holding.
Destiny Wealth Partners first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 8 quarters since.
Destiny Wealth Partners's iShares US Technology ETF position peaked at $599K in Q2 2021.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.