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FAS Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

FAS Wealth Partners’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 		$882K Sell
4,864
-1
-0% -$193 0.06% 180
2025
Q4 		$971K Sell
4,865
-989
-17% -$198K 0.06% 167
2025
Q3 		$1.15M Hold
5,854
– – 0.08% 154
2025
Q2 		$1.01M Hold
5,854
– – 0.08% 154
2025
Q1 		$822K Sell
5,854
-53
-0.9% -$8.26K 0.07% 162
2024
Q4 		$942K Sell
5,907
-207
-3% -$32.8K 0.08% 154
2024
Q3 		$927K Buy
6,114
+1
+0% +$147 0.07% 152
2024
Q2 		$920K Sell
6,113
-22
-0.4% -$3.04K 0.08% 147
2024
Q1 		$829K Hold
6,135
– – 0.07% 153
2023
Q4 		$753K Hold
6,135
– – 0.07% 165
2023
Q3 		$644K Hold
6,135
– – 0.07% 170
2023
Q2 		$668K Buy
6,135
+1
+0% +$98 0.08% 155
2023
Q1 		$569K Sell
6,134
-64
-1% -$5.37K 0.06% 182
2022
Q4 		$462K Buy
6,198
+358
+6% +$27.4K 0.05% 205
2022
Q3 		$428K Buy
5,840
+1,700
+41% +$144K 0.05% 193
2022
Q2 		$331K Hold
4,140
– – 0.03% 222
2022
Q1 		$427K Hold
4,140
– – 0.04% 200
2021
Q4 		$475K Hold
4,140
– – 0.04% 201
2021
Q3 		$419K Sell
4,140
-100
-2% -$10.4K 0.04% 198
2021
Q2 		$421K Sell
4,240
-500
-11% -$46.6K 0.04% 202
2021
Q1 		$416K Hold
4,740
– – 0.04% 189
2020
Q4 		$403K Hold
4,740
– – 0.05% 187
2020
Q3 		$357K Hold
4,740
– – 0.05% 190
2020
Q2 		$320K Hold
4,740
– – 0.05% 190
2020
Q1 		$242K Buy
4,740
+2,192
+86% +$127K 0.04% 191
2019
Q4 		$148K Buy
+2,548
New +$139K 0.02% 201
2014
Q3 		– Sell
-9,700
Closed -$235K – 90
2014
Q2 		$235K Hold
9,700
– – 0.14% 76
2014
Q1 		$221K Hold
9,700
– – 0.15% 78
2013
Q4 		$214K Buy
+9,700
New +$202K 0.13% 85

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

FAS Wealth Partners's IYW Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 0.02% in Q1 2026, selling an estimated $193 and leaving 4,864 shares worth $882K. The position accounts for 0.06% of the portfolio, ranked #180.

FAS Wealth Partners first reported a position in IYW in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.15M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • FAS Wealth Partners held 4,864 shares of iShares US Technology ETF worth $882K as of Q1 2026.
  • FAS Wealth Partners sold 1 iShares US Technology ETF share in Q1 2026, an estimated $193.
  • iShares US Technology ETF made up 0.06% of FAS Wealth Partners's portfolio in Q1 2026, its #180 holding.
  • FAS Wealth Partners first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 29 quarters since.
  • FAS Wealth Partners's iShares US Technology ETF position peaked at $1.15M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.