Evelyn Partners Asset Management’s iShares US Technology ETF IYW Stock Holding History

Evelyn Partners Asset 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	$263K	Hold	1,448	–	–	0.06%	94
2025 Q4	$289K	Hold	1,448	–	–	0.07%	91
2025 Q3	$284K	Hold	1,448	–	–	0.06%	89
2025 Q2	$251K	Hold	1,448	–	–	0.06%	91
2025 Q1	$203K	Hold	1,448	–	–	0.06%	92
2024 Q4	$231K	Buy	+1,448	New	+$229K	0.06%	93

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

Evelyn Partners Asset Management's IYW Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,448 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #94.

Evelyn Partners Asset Management first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $289K in Q4 2025. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Evelyn Partners Asset Management held 1,448 shares of iShares US Technology ETF worth $263K as of Q1 2026.
Evelyn Partners Asset Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.06% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #94 holding.
Evelyn Partners Asset Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares US Technology ETF position peaked at $289K in Q4 2025.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.