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Frederick Financial Consultants’s iShares US Technology ETF IYW Stock Holding History

Frederick Financial Consultants’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 		$207K Hold
1,139
– – 0.1% 102
2025
Q4 		$227K Hold
1,139
– – 0.12% 100
2025
Q3 		$223K Buy
+1,139
New +$208K 0.13% 103

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

Frederick Financial Consultants's IYW Position: Q1 2026 in Review

Frederick Financial Consultants held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,139 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #102.

Frederick Financial Consultants first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Frederick Financial Consultants held 1,139 shares of iShares US Technology ETF worth $207K as of Q1 2026.
  • Frederick Financial Consultants left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.1% of Frederick Financial Consultants's portfolio in Q1 2026, its #102 holding.
  • Frederick Financial Consultants first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Frederick Financial Consultants's iShares US Technology ETF position peaked at $227K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.