Financial Gravity Asset Management’s iShares US Technology ETF IYW Stock Holding History

Financial Gravity 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	$288K	Sell	1,590 -16	-1%	-$3.09K	0.05%	135
2025 Q4	$321K	Sell	1,606 -133	-8%	-$26.6K	0.06%	103
2025 Q3	$341K	Buy	+1,739	New	+$318K	0.07%	109
2025 Q1	$335K	Buy	+2,383	New	+$371K	0.07%	118
2024 Q2	$617K	Sell	4,101 -6,143	-60%	-$849K	0.15%	77
2024 Q1	$1.31M	Sell	10,244 -306,574	-97%	-$39.9M	0.18%	75
2023 Q4	$2.67M	Buy	316,818 +6,041	+2%	+$684K	0.03%	183
2023 Q3	$1.93M	Buy	310,777 +282,186	+987%	+$30.7M	0.02%	216
2023 Q2	$3.11K	Buy	28,591 +1,922	+7%	+$189K	0.01%	559
2023 Q1	$2.46K	Buy	+26,669	New	+$2.24M	0.08%	265
2020 Q1	–	Sell	-748	Closed	-$233K	–	1249
2019 Q4	$233K	Sell	748 -560	-43%	-$30.5K	0.16%	94
2019 Q3	$67K	Sell	1,308 -3,208	-71%	-$163K	0.06%	253
2019 Q2	$223K	Sell	4,516 -4,256	-49%	-$208K	0.18%	130
2019 Q1	$424K	Buy	+8,772	New	+$390K	0.34%	73

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

Financial Gravity Asset Management's IYW Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares US Technology ETF (IYW) stake by 1% in Q1 2026, selling an estimated $3.09K and leaving 1,590 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #135.

Financial Gravity Asset Management first reported a position in IYW in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.67M in Q4 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Financial Gravity Asset Management held 1,590 shares of iShares US Technology ETF worth $288K as of Q1 2026.
Financial Gravity Asset Management sold 16 iShares US Technology ETF shares in Q1 2026, an estimated $3.09K.
iShares US Technology ETF made up 0.05% of Financial Gravity Asset Management's portfolio in Q1 2026, its #135 holding.
Financial Gravity Asset Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 14 quarters since.
Financial Gravity Asset Management's iShares US Technology ETF position peaked at $2.67M in Q4 2023.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.