EFS
IYW icon

Essex Financial Services’s iShares US Technology ETF IYW Stock Holding History

Essex Financial Services’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 		$1.17M Sell
6,448
-1
-0% -$193 0.07% 254
2025
Q4 		$1.29M Sell
6,449
-127
-2% -$25.4K 0.07% 227
2025
Q3 		$1.29M Sell
6,576
-278
-4% -$50.9K 0.08% 224
2025
Q2 		$1.19M Buy
6,854
+164
+2% +$24.9K 0.08% 225
2025
Q1 		$940K Sell
6,690
-19
-0.3% -$2.96K 0.07% 244
2024
Q4 		$1.07M Sell
6,709
-85
-1% -$13.4K 0.08% 226
2024
Q3 		$1.06M Sell
6,794
-2,667
-28% -$392K 0.08% 228
2024
Q2 		$1.3M Sell
9,461
-729
-7% -$101K 0.1% 191
2024
Q1 		$1.38M Buy
10,190
+2,680
+36% +$349K 0.13% 164
2023
Q4 		$922K Hold
7,510
– – 0.1% 205
2023
Q3 		$788K Sell
7,510
-130
-2% -$14.1K 0.09% 210
2023
Q2 		$832K Sell
7,640
-1,060
-12% -$104K 0.09% 203
2023
Q1 		$807K Sell
8,700
-120
-1% -$10.1K 0.09% 214
2022
Q4 		$657K Sell
8,820
-2,626
-23% -$201K 0.07% 235
2022
Q3 		$840K Hold
11,446
– – 0.1% 185
2022
Q2 		$915K Hold
11,446
– – 0.1% 191
2022
Q1 		$1.18M Buy
11,446
+1,150
+11% +$117K 0.11% 180
2021
Q4 		$1.18M Sell
10,296
-200
-2% -$22.2K 0.12% 176
2021
Q3 		$1.06M Sell
10,496
-440
-4% -$45.9K 0.12% 178
2021
Q2 		$959K Hold
10,936
– – 0.14% 157
2021
Q1 		$959K Buy
10,936
+800
+8% +$70.1K 0.17% 133
2020
Q4 		$862K Buy
10,136
+6,936
+217% +$554K 0.17% 130
2020
Q3 		$241K Buy
+3,200
New +$234K 0.06% 241
2018
Q2 		– Sell
-5,248
Closed -$221K – 319
2018
Q1 		$221K Sell
5,248
-3,792
-42% -$163K 0.04% 315
2017
Q4 		$368K Hold
9,040
– – 0.09% 188
2017
Q3 		$339K Sell
9,040
-3,008
-25% -$110K 0.08% 195
2017
Q2 		$421K Buy
12,048
+2,240
+23% +$78.5K 0.09% 218
2017
Q1 		$331K Sell
9,808
-5,396
-35% -$175K 0.08% 238
2016
Q4 		$457K Sell
15,204
-2,200
-13% -$65.6K 0.1% 189
2016
Q3 		$518K Hold
17,404
– – 0.12% 160
2016
Q2 		$458K Hold
17,404
– – 0.11% 176
2016
Q1 		$472K Hold
17,404
– – 0.12% 177
2015
Q4 		$466K Hold
17,404
– – 0.11% 182
2015
Q3 		$430K Hold
17,404
– – 0.11% 192
2015
Q2 		$455K Buy
17,404
+12,000
+222% +$324K 0.12% 191
2015
Q1 		$457K Sell
5,404
-12,000
-69% -$315K 0.12% 194
2014
Q4 		$454K Hold
17,404
– – 0.12% 183
2014
Q3 		$438K Hold
17,404
– – 0.13% 178
2014
Q2 		$422K Buy
17,404
+768
+5% +$17.7K 0.13% 183
2014
Q1 		$379K Hold
16,636
– – 0.12% 183
2013
Q4 		$368K Buy
16,636
+5,836
+54% +$122K 0.12% 175
2013
Q3 		$213 Buy
+10,800
New +$210K 0.07% 241

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

Essex Financial Services's IYW Position: Q1 2026 in Review

Essex Financial Services reduced its iShares US Technology ETF (IYW) stake by 0.02% in Q1 2026, selling an estimated $193 and leaving 6,448 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #254.

Essex Financial Services first reported a position in IYW in Q3 2013 and has held it in 42 quarters since. The position peaked at $1.38M in Q1 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Essex Financial Services held 6,448 shares of iShares US Technology ETF worth $1.17M as of Q1 2026.
  • Essex Financial Services sold 1 iShares US Technology ETF share in Q1 2026, an estimated $193.
  • iShares US Technology ETF made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #254 holding.
  • Essex Financial Services first reported a position in iShares US Technology ETF in Q3 2013 and has held it in 42 quarters since.
  • Essex Financial Services's iShares US Technology ETF position peaked at $1.38M in Q1 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.