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Estate Planners Group’s iShares US Technology ETF IYW Stock Holding History

Estate Planners 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 		– Sell
-35
Closed -$7K – 239
2025
Q4 		$7K Buy
+35
New +$7K ﹤0.01% 309

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Estate Planners Group's IYW Position: Q1 2026 in Review

Estate Planners Group sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 35 shares — an estimated $7K sold.

Estate Planners Group first reported a position in IYW in Q4 2025 and held it in 1 quarter. The position peaked at $7K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Estate Planners Group reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 35 iShares US Technology ETF shares in Q1 2026, an estimated $7K.
  • Estate Planners Group first reported a position in iShares US Technology ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares US Technology ETF position peaked at $7K in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.