FPC Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

FPC Investment Advisory’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	$598K	Sell	2,753 -730	-21%	-$141K	0.3%	19
2025 Q4	$695K	Sell	3,483 -407	-10%	-$81.4K	0.38%	18
2025 Q3	$762K	Sell	3,890 -1,681	-30%	-$308K	0.46%	16
2025 Q2	$1.01M	Sell	5,571 -164	-3%	-$24.9K	0.63%	16
2025 Q1	$845K	Sell	5,735 -43	-0.7%	-$6.7K	0.58%	16
2024 Q4	$923K	Sell	5,778 -1,847	-24%	-$292K	0.67%	16
2024 Q3	$1.15M	Sell	7,625 -131	-2%	-$19.3K	0.97%	15
2024 Q2	$1.17M	Sell	7,756 -209	-3%	-$28.9K	1.05%	16
2024 Q1	$1.03M	Buy	+7,965	New	+$1.04M	1.01%	16

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

FPC Investment Advisory's IYW Position: Q1 2026 in Review

FPC Investment Advisory reduced its iShares US Technology ETF (IYW) stake by 21% in Q1 2026, selling an estimated $141K and leaving 2,753 shares worth $598K. The position accounts for 0.3% of the portfolio, ranked #19.

FPC Investment Advisory first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

FPC Investment Advisory held 2,753 shares of iShares US Technology ETF worth $598K as of Q1 2026.
FPC Investment Advisory sold 730 iShares US Technology ETF shares in Q1 2026, an estimated $141K.
iShares US Technology ETF made up 0.3% of FPC Investment Advisory's portfolio in Q1 2026, its #19 holding.
FPC Investment Advisory first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
FPC Investment Advisory's iShares US Technology ETF position peaked at $1.17M in Q2 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.