Emergent Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Emergent Wealth Advisors’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	-3,208	Closed	-$641K	–	137
2025 Q4	$641K	Sell	3,208 -972	-23%	-$194K	0.36%	59
2025 Q3	$819K	Sell	4,180 -12	-0.3%	-$2.19K	0.47%	40
2025 Q2	$726K	Sell	4,192 -8	-0.2%	-$1.21K	0.46%	44
2025 Q1	$590K	Sell	4,200 -843	-17%	-$131K	0.43%	46
2024 Q4	$805K	Sell	5,043 -25	-0.5%	-$3.96K	0.58%	36
2024 Q3	$768K	Sell	5,068 -177	-3%	-$26K	0.57%	36
2024 Q2	$789K	Buy	5,245 +177	+3%	+$24.5K	0.63%	31
2024 Q1	$708K	Sell	5,068 -4,237	-46%	-$552K	0.61%	30
2023 Q4	$1.14M	Buy	+9,305	New	+$1.05M	1.07%	21

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

Emergent Wealth Advisors's IYW Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 3,208 shares — an estimated $641K sold.

Emergent Wealth Advisors first reported a position in IYW in Q4 2023 and held it in 9 quarters. The position peaked at $1.14M in Q4 2023. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Emergent Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 3,208 iShares US Technology ETF shares in Q1 2026, an estimated $641K.
Emergent Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2023 and held it in 9 quarters.
Emergent Wealth Advisors's iShares US Technology ETF position peaked at $1.14M in Q4 2023.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.