EPG Wealth Management’s iShares US Technology ETF IYW Stock Holding History

EPG Wealth 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	$22.9K	Hold	126	–	–	0.01%	257
2025 Q4	$25.2K	Hold	126	–	–	0.01%	252
2025 Q3	$24.7K	Hold	126	–	–	0.01%	253
2025 Q2	$21.8K	Hold	126	–	–	0.01%	251
2025 Q1	$17.7K	Hold	126	–	–	﹤0.01%	346
2024 Q4	$20.1K	Hold	126	–	–	0.01%	344
2024 Q3	$19.1K	Buy	+126	New	+$18.5K	﹤0.01%	347
2024 Q2	–	Sell	-119	Closed	-$16.4K	–	374
2024 Q1	$16.1K	Hold	119	–	–	﹤0.01%	373
2023 Q4	$15.6K	Sell	119 -81	-41%	-$9.18K	﹤0.01%	356
2023 Q3	$21K	Buy	+200	New	+$21.7K	0.01%	338
2020 Q2	–	Sell	-12	Closed	-$1K	–	472
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	741
2019 Q4	$1K	Buy	+12	New	+$653	﹤0.01%	636

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

EPG Wealth Management's IYW Position: Q1 2026 in Review

EPG Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 126 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #257.

EPG Wealth Management first reported a position in IYW in Q4 2019 and has held it in 12 quarters since. The position peaked at $25.2K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

EPG Wealth Management held 126 shares of iShares US Technology ETF worth $22.9K as of Q1 2026.
EPG Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #257 holding.
EPG Wealth Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 12 quarters since.
EPG Wealth Management's iShares US Technology ETF position peaked at $25.2K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.