Endeavor Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Endeavor Private Wealth’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	$250K	Sell	1,379 -2,119	-61%	-$409K	0.07%	177
2025 Q4	$699K	Sell	3,498 -8,558	-71%	-$1.71M	0.2%	97
2025 Q3	$2.36M	Sell	12,056 -1,645	-12%	-$301K	0.73%	44
2025 Q2	$2.37M	Sell	13,701 -981	-7%	-$149K	1.12%	24
2025 Q1	$2.06M	Buy	14,682 +4,891	+50%	+$762K	1.12%	26
2024 Q4	$1.56M	Buy	+9,791	New	+$1.55M	1.48%	22

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 $7.56B AUM 23.82% 1-Year Est. Return

Endeavor Private Wealth's IYW Position: Q1 2026 in Review

Endeavor Private Wealth reduced its iShares US Technology ETF (IYW) stake by 61% in Q1 2026, selling an estimated $409K and leaving 1,379 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #177.

Endeavor Private Wealth first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.37M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Endeavor Private Wealth held 1,379 shares of iShares US Technology ETF worth $250K as of Q1 2026.
Endeavor Private Wealth sold 2,119 iShares US Technology ETF shares in Q1 2026, an estimated $409K.
iShares US Technology ETF made up 0.07% of Endeavor Private Wealth's portfolio in Q1 2026, its #177 holding.
Endeavor Private Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Endeavor Private Wealth's iShares US Technology ETF position peaked at $2.37M in Q2 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.