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Dunhill Financial’s iShares US Technology ETF IYW Stock Holding History

Dunhill Financial’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 		$70.1K Hold
386
– – 0.02% 257
2025
Q4 		$77.2K Hold
386
– – 0.02% 218
2025
Q3 		$75.7K Hold
386
– – 0.02% 212
2025
Q2 		$66.9K Hold
386
– – 0.02% 209
2025
Q1 		$54.2K Hold
386
– – 0.02% 184
2024
Q4 		$61.6K Buy
386
+250
+184% +$39.6K 0.03% 169
2024
Q3 		$20.6K Hold
136
– – 0.01% 272
2024
Q2 		$20.5K Buy
136
+95
+232% +$13.1K 0.01% 207
2024
Q1 		$5.52K Hold
41
– – ﹤0.01% 309
2023
Q4 		$5.01K Buy
+41
New +$4.64K ﹤0.01% 290

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

Dunhill Financial's IYW Position: Q1 2026 in Review

Dunhill Financial held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 386 shares worth $70.1K. The position accounts for 0.02% of the portfolio, ranked #257.

Dunhill Financial first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $77.2K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Dunhill Financial held 386 shares of iShares US Technology ETF worth $70.1K as of Q1 2026.
  • Dunhill Financial left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.02% of Dunhill Financial's portfolio in Q1 2026, its #257 holding.
  • Dunhill Financial first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's iShares US Technology ETF position peaked at $77.2K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.