Duncker Streett & Co’s iShares US Technology ETF IYW Stock Holding History

Duncker Streett & 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	$2.46M	Sell	13,555 -1,298	-9%	-$251K	0.47%	52
2025 Q4	$2.97M	Sell	14,853 -200	-1%	-$40K	0.53%	46
2025 Q3	$2.95M	Hold	15,053	–	–	0.51%	46
2025 Q2	$2.61M	Hold	15,053	–	–	0.48%	53
2025 Q1	$2.11M	Buy	15,053 +43	+0.3%	+$6.7K	0.42%	61
2024 Q4	$2.39M	Sell	15,010 -1,200	-7%	-$190K	0.44%	61
2024 Q3	$2.46M	Hold	16,210	–	–	0.45%	66
2024 Q2	$2.44M	Hold	16,210	–	–	0.47%	62
2024 Q1	$2.19M	Hold	16,210	–	–	0.43%	67
2023 Q4	$1.99M	Hold	16,210	–	–	0.42%	65
2023 Q3	$1.7M	Sell	16,210 -144	-0.9%	-$15.7K	0.4%	72
2023 Q2	$1.78M	Hold	16,354	–	–	0.4%	71
2023 Q1	$1.52M	Hold	16,354	–	–	0.36%	77
2022 Q4	$1.22M	Sell	16,354 -50	-0.3%	-$3.83K	0.29%	94
2022 Q3	$1.2M	Hold	16,404	–	–	0.31%	90
2022 Q2	$1.31M	Sell	16,404 -600	-4%	-$53.1K	0.31%	94
2022 Q1	$1.75M	Sell	17,004 -2,040	-11%	-$208K	0.35%	84
2021 Q4	$2.19M	Sell	19,044 -100	-0.5%	-$11.1K	0.38%	86
2021 Q3	$1.94M	Hold	19,144	–	–	0.37%	87
2021 Q2	$1.9M	Sell	19,144 -400	-2%	-$37.3K	0.35%	93
2021 Q1	$1.71M	Sell	19,544 -150	-0.8%	-$13.1K	0.33%	95
2020 Q4	$1.68M	Sell	19,694 -1,450	-7%	-$116K	0.32%	94
2020 Q3	$1.59M	Sell	21,144 -300	-1%	-$21.9K	0.35%	88
2020 Q2	$1.45M	Sell	21,444 -56	-0.3%	-$3.38K	0.34%	90
2020 Q1	$1.1M	Sell	21,500 -884	-4%	-$51.2K	0.29%	96
2019 Q4	$1.3M	Sell	22,384 -1,080	-5%	-$58.7K	0.27%	105
2019 Q3	$1.2M	Hold	23,464	–	–	0.28%	105
2019 Q2	$1.16M	Buy	23,464 +800	+4%	+$39.1K	0.26%	104
2019 Q1	$1.08M	Hold	22,664	–	–	0.25%	111
2018 Q4	$906K	Sell	22,664 -2,000	-8%	-$86.6K	0.24%	115
2018 Q3	$1.2M	Buy	24,664 +620	+3%	+$29.3K	0.27%	114
2018 Q2	$1.07M	Hold	24,044	–	–	0.27%	118
2018 Q1	$1.01M	Buy	24,044 +5,544	+30%	+$239K	0.26%	119
2017 Q4	$753K	Buy	18,500 +1,340	+8%	+$53.7K	0.19%	136
2017 Q3	$643K	Buy	17,160 +14,120	+464%	+$517K	0.19%	142
2017 Q2	$106K	Buy	3,040 +720	+31%	+$25.2K	0.03%	299
2017 Q1	$78K	Hold	2,320	–	–	0.02%	349
2016 Q4	$70K	Hold	2,320	–	–	0.02%	351
2016 Q3	$69K	Hold	2,320	–	–	0.02%	332
2016 Q2	$61K	Hold	2,320	–	–	0.02%	334
2016 Q1	$63K	Hold	2,320	–	–	0.02%	328
2015 Q4	$62K	Hold	2,320	–	–	0.02%	332
2015 Q3	$57K	Hold	2,320	–	–	0.02%	346
2015 Q2	$61K	Hold	2,320	–	–	0.02%	356
2015 Q1	$61K	Hold	2,320	–	–	0.02%	360
2014 Q4	$61K	Hold	2,320	–	–	0.02%	359
2014 Q3	$58K	Hold	2,320	–	–	0.02%	362
2014 Q2	$56K	Hold	2,320	–	–	0.02%	373
2014 Q1	$53K	Buy	2,320 +1,080	+87%	+$24.1K	0.02%	362
2013 Q4	$27K	Hold	1,240	–	–	0.01%	417
2013 Q3	$24K	Hold	1,240	–	–	0.01%	411
2013 Q2	$23K	Buy	+1,240	New	+$23K	0.01%	419

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

Duncker Streett & Co's IYW Position: Q1 2026 in Review

Duncker Streett & Co reduced its iShares US Technology ETF (IYW) stake by 8.7% in Q1 2026, selling an estimated $251K and leaving 13,555 shares worth $2.46M. The position accounts for 0.47% of the portfolio, ranked #52.

Duncker Streett & Co first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.97M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Duncker Streett & Co held 13,555 shares of iShares US Technology ETF worth $2.46M as of Q1 2026.
Duncker Streett & Co sold 1,298 iShares US Technology ETF shares in Q1 2026, an estimated $251K.
iShares US Technology ETF made up 0.47% of Duncker Streett & Co's portfolio in Q1 2026, its #52 holding.
Duncker Streett & Co first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
Duncker Streett & Co's iShares US Technology ETF position peaked at $2.97M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.