Dover Advisors’s iShares US Technology ETF IYW Stock Holding History

Dover Advisors’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	$354K	Hold	1,950	–	–	0.15%	123
2025 Q4	$389K	Hold	1,950	–	–	0.15%	121
2025 Q3	$382K	Sell	1,950 -50	-3%	-$9.15K	0.15%	117
2025 Q2	$347K	Hold	2,000	–	–	0.15%	119
2025 Q1	$281K	Hold	2,000	–	–	0.12%	140
2024 Q4	$319K	Hold	2,000	–	–	0.18%	105
2024 Q3	$303K	Hold	2,000	–	–	0.17%	112
2024 Q2	$301K	Hold	2,000	–	–	0.19%	107
2024 Q1	$270K	Hold	2,000	–	–	0.19%	102
2023 Q4	$246K	Hold	2,000	–	–	0.32%	75
2023 Q3	$210K	Hold	2,000	–	–	0.21%	96
2023 Q2	$218K	Buy	+2,000	New	+$196K	0.19%	97

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

Dover Advisors's IYW Position: Q1 2026 in Review

Dover Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,950 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #123.

Dover Advisors first reported a position in IYW in Q2 2023 and has held it in 12 quarters since. The position peaked at $389K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Dover Advisors held 1,950 shares of iShares US Technology ETF worth $354K as of Q1 2026.
Dover Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.15% of Dover Advisors's portfolio in Q1 2026, its #123 holding.
Dover Advisors first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 12 quarters since.
Dover Advisors's iShares US Technology ETF position peaked at $389K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.