Flagship Harbor Advisors’s iShares US Technology ETF IYW Stock Holding History

Flagship Harbor Advisors’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	-222	Closed	-$44.3K	–	1479
2025 Q4	$44.3K	Buy	+222	New	+$44.4K	﹤0.01%	1107
2020 Q4	–	Sell	-80	Closed	-$6K	–	1137
2020 Q3	$6K	Sell	80 -240	-75%	-$17.5K	﹤0.01%	1484
2020 Q2	$21K	Hold	320	–	–	﹤0.01%	1129
2020 Q1	$16K	Buy	320 +120	+60%	+$6.96K	﹤0.01%	1099
2019 Q4	$12K	Sell	200 -400	-67%	-$21.8K	﹤0.01%	1276
2019 Q3	$30K	Buy	600 +400	+200%	+$20.3K	0.01%	942
2019 Q2	$9K	Sell	200 -360	-64%	-$17.6K	﹤0.01%	1330
2019 Q1	$26K	Sell	560 -1,348	-71%	-$59.9K	0.01%	974
2018 Q4	$76K	Sell	1,908 -2,160	-53%	-$93.5K	0.02%	597
2018 Q3	$198K	Hold	4,068	–	–	0.04%	418
2018 Q2	$181K	Buy	+4,068	New	+$180K	0.04%	422

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Flagship Harbor Advisors's IYW Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 222 shares — an estimated $44.3K sold.

Flagship Harbor Advisors first reported a position in IYW in Q2 2018 and held it in 11 quarters. The position peaked at $198K in Q3 2018. 1,184 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 222 iShares US Technology ETF shares in Q1 2026, an estimated $44.3K.
Flagship Harbor Advisors first reported a position in iShares US Technology ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares US Technology ETF position peaked at $198K in Q3 2018.
1,184 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.