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Fiduciary Alliance’s iShares US Technology ETF IYW Stock Holding History

Fiduciary Alliance’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
-1,237
Closed -$247K – 562
2025
Q4 		$247K Buy
1,237
+73
+6% +$14.6K 0.02% 459
2025
Q3 		$228K Hold
1,164
– – 0.02% 465
2025
Q2 		$202K Buy
+1,164
New +$176K 0.02% 464
2023
Q3 		– Sell
-495
Closed -$53.9K – 570
2023
Q2 		$53.9K Buy
+495
New +$48.6K 0.01% 303
2023
Q1 		– Sell
-495
Closed -$36.9K – 509
2022
Q4 		$36.9K Buy
+495
New +$37.9K 0.01% 249

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

Fiduciary Alliance's IYW Position: Q1 2026 in Review

Fiduciary Alliance sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,237 shares — an estimated $247K sold.

Fiduciary Alliance first reported a position in IYW in Q4 2022 and held it in 5 quarters. The position peaked at $247K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Fiduciary Alliance reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 1,237 iShares US Technology ETF shares in Q1 2026, an estimated $247K.
  • Fiduciary Alliance first reported a position in iShares US Technology ETF in Q4 2022 and held it in 5 quarters.
  • Fiduciary Alliance's iShares US Technology ETF position peaked at $247K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.