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

Fiduciary 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	$552K	Hold	3,044	–	–	0.05%	200
2025 Q4	$608K	Hold	3,044	–	–	0.05%	186
2025 Q3	$596K	Buy	3,044 +1,820	+149%	+$333K	0.05%	187
2025 Q2	$212K	Buy	+1,224	New	+$186K	0.02%	275
2022 Q3	–	Sell	-2,224	Closed	-$205K	–	238
2022 Q2	$205K	Buy	+2,224	New	+$197K	0.03%	226
2022 Q1	–	Sell	-2,224	Closed	-$255K	–	234
2021 Q4	$255K	Hold	2,224	–	–	0.03%	212
2021 Q3	$240K	Hold	2,224	–	–	0.03%	221
2021 Q2	$232K	Hold	2,224	–	–	0.03%	218
2021 Q1	$207K	Hold	2,224	–	–	0.03%	224
2020 Q4	$206K	Buy	+2,224	New	+$178K	0.03%	209

Other funds holding IYW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Group's IYW Position: Q1 2026 in Review

Fiduciary Group held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 3,044 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #200.

Fiduciary Group first reported a position in IYW in Q4 2020 and has held it in 10 quarters since. The position peaked at $608K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Fiduciary Group held 3,044 shares of iShares US Technology ETF worth $552K as of Q1 2026.
Fiduciary Group left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.05% of Fiduciary Group's portfolio in Q1 2026, its #200 holding.
Fiduciary Group first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 10 quarters since.
Fiduciary Group's iShares US Technology ETF position peaked at $608K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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