Edgestream Partners’s iShares US Technology ETF IYW Stock Holding History

Edgestream 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	–	Sell	-1,851	Closed	-$370K	–	988
2025 Q4	$370K	Sell	1,851 -251	-12%	-$50.2K	0.01%	857
2025 Q3	$412K	Buy	+2,102	New	+$385K	0.01%	757
2024 Q3	–	Sell	-1,955	Closed	-$294K	–	961
2024 Q2	$294K	Buy	+1,955	New	+$270K	0.01%	751
2023 Q3	–	Sell	-1,853	Closed	-$202K	–	889
2023 Q2	$202K	Buy	+1,853	New	+$182K	0.02%	695

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Edgestream Partners's IYW Position: Q1 2026 in Review

Edgestream Partners sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,851 shares — an estimated $370K sold.

Edgestream Partners first reported a position in IYW in Q2 2023 and held it in 4 quarters. The position peaked at $412K in Q3 2025. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Edgestream Partners reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 1,851 iShares US Technology ETF shares in Q1 2026, an estimated $370K.
Edgestream Partners first reported a position in iShares US Technology ETF in Q2 2023 and held it in 4 quarters.
Edgestream Partners's iShares US Technology ETF position peaked at $412K in Q3 2025.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.