Focus Partners Wealth
IYW icon

Focus Partners Wealth’s iShares US Technology ETF IYW Stock Holding History

Focus Partners Wealth’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 		$58.8M Buy
324,275
+11,908
+4% +$2.3M 0.07% 259
2025
Q4 		$62.4M Buy
312,367
+255,584
+450% +$51.1M 0.07% 248
2025
Q3 		$11.1M Buy
56,783
+4,329
+8% +$792K 0.02% 538
2025
Q2 		$9.09M Buy
52,454
+37,239
+245% +$5.64M 0.02% 521
2025
Q1 		$2.14M Buy
15,215
+1,595
+12% +$248K 0.01% 832
2024
Q4 		$2.17M Buy
13,620
+4,990
+58% +$790K 0.01% 809
2024
Q3 		$1.31M Sell
8,630
-11,922
-58% -$1.75M ﹤0.01% 881
2024
Q2 		$3.16M Buy
20,552
+14,348
+231% +$1.98M 0.01% 578
2024
Q1 		$838K Buy
6,204
+3,844
+163% +$500K 0.01% 636
2023
Q4 		$290K Buy
+2,360
New +$267K ﹤0.01% 679

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Focus Partners Wealth's IYW Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares US Technology ETF (IYW) stake by 3.8% in Q1 2026, buying an estimated $2.3M and bringing the position to 324,275 shares worth $58.8M. The position accounts for 0.07% of the portfolio, ranked #259.

Focus Partners Wealth first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $62.4M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Focus Partners Wealth held 324,275 shares of iShares US Technology ETF worth $58.8M as of Q1 2026.
  • Focus Partners Wealth bought 11,908 iShares US Technology ETF shares in Q1 2026, an estimated $2.3M.
  • iShares US Technology ETF made up 0.07% of Focus Partners Wealth's portfolio in Q1 2026, its #259 holding.
  • Focus Partners Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares US Technology ETF position peaked at $62.4M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.