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Elwood & Goetz Wealth Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$3.93M Buy
21,667
+4,700
+28% +$908K 0.67% 21
2025
Q4 		$3.39M Sell
16,967
-1,357
-7% -$271K 0.6% 23
2025
Q3 		$3.59M Sell
18,324
-918
-5% -$168K 0.69% 22
2025
Q2 		$3.33M Buy
19,242
+1,958
+11% +$297K 0.72% 19
2025
Q1 		$2.43M Buy
17,284
+3,191
+23% +$497K 0.59% 21
2024
Q4 		$2.25M Sell
14,093
-178
-1% -$28.2K 0.55% 22
2024
Q3 		$2.16M Buy
14,271
+693
+5% +$102K 0.54% 21
2024
Q2 		$2.04M Sell
13,578
-2,172
-14% -$300K 0.58% 19
2024
Q1 		$2.13M Sell
15,750
-511
-3% -$66.5K 0.52% 26
2023
Q4 		$2M Sell
16,261
-1,666
-9% -$189K 0.42% 31
2023
Q3 		$1.88M Buy
17,927
+3,543
+25% +$385K 0.44% 29
2023
Q2 		$1.57M Sell
14,384
-2,136
-13% -$210K 0.36% 31
2023
Q1 		$1.53M Sell
16,520
-2,054
-11% -$172K 0.37% 28
2022
Q4 		$1.38M Sell
18,574
-10,671
-36% -$816K 0.42% 27
2022
Q3 		$2.15M Buy
29,245
+2,570
+10% +$218K 0.72% 25
2022
Q2 		$2.13M Buy
+26,675
New +$2.36M 0.71% 24

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

Elwood & Goetz Wealth Advisory Group's IYW Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares US Technology ETF (IYW) stake by 28% in Q1 2026, buying an estimated $908K and bringing the position to 21,667 shares worth $3.93M. The position accounts for 0.67% of the portfolio, ranked #21.

Elwood & Goetz Wealth Advisory Group first reported a position in IYW in Q2 2022 and has held it in 16 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 21,667 shares of iShares US Technology ETF worth $3.93M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 4,700 iShares US Technology ETF shares in Q1 2026, an estimated $908K.
  • iShares US Technology ETF made up 0.67% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #21 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.