Financial Network Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Financial Network Wealth 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	$1.21M	Hold	6,667	–	–	0.38%	38
2025 Q4	$1.33M	Hold	6,667	–	–	0.41%	37
2025 Q3	$1.36M	Buy	+6,667	New	+$1.22M	0.42%	35
2025 Q1	$936K	Hold	6,667	–	–	0.33%	49
2024 Q4	$1.06M	Hold	6,667	–	–	0.38%	46
2024 Q3	$1.01M	Hold	6,667	–	–	0.36%	48
2024 Q2	$1M	Buy	+6,667	New	+$921K	0.38%	47
2024 Q1	–	Sell	-6,667	Closed	-$818K	–	75
2023 Q4	$818K	Buy	+6,667	New	+$755K	0.35%	48

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 $7.56B AUM 23.82% 1-Year Est. Return

Financial Network Wealth Management's IYW Position: Q1 2026 in Review

Financial Network Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 6,667 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #38.

Financial Network Wealth Management first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.36M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Financial Network Wealth Management held 6,667 shares of iShares US Technology ETF worth $1.21M as of Q1 2026.
Financial Network Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.38% of Financial Network Wealth Management's portfolio in Q1 2026, its #38 holding.
Financial Network Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
Financial Network Wealth Management's iShares US Technology ETF position peaked at $1.36M in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.