ELCO Management’s iShares US Technology ETF IYW Stock Holding History

ELCO Management’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	$327K	Buy	+1,800	New	+$348K	0.16%	115
2025 Q4	–	Sell	-2,300	Closed	-$450K	–	163
2025 Q3	$450K	Buy	2,300 +700	+44%	+$128K	0.23%	84
2025 Q2	$277K	Buy	+1,600	New	+$243K	0.15%	119
2025 Q1	–	Sell	-3,410	Closed	-$544K	–	159
2024 Q4	$544K	Buy	3,410 +250	+8%	+$39.6K	0.29%	74
2024 Q3	$479K	Sell	3,160 -300	-9%	-$44.1K	0.26%	86
2024 Q2	$521K	Sell	3,460 -500	-13%	-$69.1K	0.3%	72
2024 Q1	$535K	Buy	3,960 +460	+13%	+$59.9K	0.33%	70
2023 Q4	$430K	Buy	+3,500	New	+$396K	0.28%	81

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

ELCO Management's IYW Position: Q1 2026 in Review

ELCO Management opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 1,800 shares worth $327K. The stake represents 0.16% of the portfolio and ranks #115 among its holdings. This is a return to the name: ELCO Management previously reported a position in IYW as recently as Q3 2025.

ELCO Management first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. The position peaked at $544K in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

ELCO Management held 1,800 shares of iShares US Technology ETF worth $327K as of Q1 2026.
iShares US Technology ETF was a new ELCO Management position in Q1 2026.
iShares US Technology ETF made up 0.16% of ELCO Management's portfolio in Q1 2026, its #115 holding.
ELCO Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
ELCO Management's iShares US Technology ETF position peaked at $544K in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.