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

Fiduciary Planning’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	$668K	Hold	3,684	–	–	0.2%	47
2025 Q4	$736K	Hold	3,684	–	–	0.22%	45
2025 Q3	$722K	Hold	3,684	–	–	0.22%	48
2025 Q2	$638K	Hold	3,684	–	–	0.21%	48
2025 Q1	$517K	Hold	3,684	–	–	0.17%	47
2024 Q4	$588K	Hold	3,684	–	–	0.19%	49
2024 Q3	$559K	Hold	3,684	–	–	0.19%	44
2024 Q2	$554K	Hold	3,684	–	–	0.2%	43
2024 Q1	$498K	Buy	+3,684	New	+$480K	0.19%	43

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 Planning's IYW Position: Q1 2026 in Review

Fiduciary Planning held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 3,684 shares worth $668K. The position accounts for 0.2% of the portfolio, ranked #47.

Fiduciary Planning first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $736K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Fiduciary Planning held 3,684 shares of iShares US Technology ETF worth $668K as of Q1 2026.
Fiduciary Planning left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.2% of Fiduciary Planning's portfolio in Q1 2026, its #47 holding.
Fiduciary Planning first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
Fiduciary Planning's iShares US Technology ETF position peaked at $736K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.