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GeoWealth Management’s iShares US Technology ETF IYW Stock Holding History

GeoWealth 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 		– Sell
-487
Closed -$97.3K – 884
2025
Q4 		$97.3K Sell
487
-116
-19% -$23.2K ﹤0.01% 718
2025
Q3 		$118K Sell
603
-8,567
-93% -$1.57M ﹤0.01% 722
2025
Q2 		$1.59M Sell
9,170
-1,307
-12% -$198K 0.06% 182
2025
Q1 		$1.47M Buy
10,477
+396
+4% +$61.7K 0.06% 200
2024
Q4 		$1.61M Sell
10,081
-470
-4% -$74.4K 0.05% 207
2024
Q3 		$1.6M Buy
10,551
+1,047
+11% +$154K 0.06% 216
2024
Q2 		$1.43M Buy
9,504
+39
+0.4% +$5.39K 0.06% 208
2024
Q1 		$1.28M Sell
9,465
-2,940
-24% -$383K 0.05% 246
2023
Q4 		$1.52M Buy
12,405
+484
+4% +$54.8K 0.13% 158
2023
Q3 		$1.25M Sell
11,921
-256
-2% -$27.8K 0.14% 124
2023
Q2 		$1.33M Buy
12,177
+562
+5% +$55.2K 0.14% 106
2023
Q1 		$1.08M Sell
11,615
-10,533
-48% -$884K 0.13% 93
2022
Q4 		$1.65M Sell
22,148
-35,029
-61% -$2.68M 0.17% 88
2022
Q3 		$4.2M Buy
57,177
+13,199
+30% +$1.12M 0.46% 47
2022
Q2 		$3.52M Buy
43,978
+10,230
+30% +$905K 0.47% 54
2022
Q1 		$3.48M Buy
33,748
+12,001
+55% +$1.23M 0.31% 80
2021
Q4 		$2.5M Sell
21,747
-68,465
-76% -$7.6M 0.2% 93
2021
Q3 		$9.13M Buy
90,212
+68,835
+322% +$7.18M 0.75% 38
2021
Q2 		$2.13M Buy
21,377
+810
+4% +$75.5K 0.27% 77
2021
Q1 		$1.8M Sell
20,567
-637
-3% -$55.8K 0.28% 69
2020
Q4 		$1.8M Buy
+21,204
New +$1.69M 0.29% 85

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

GeoWealth Management's IYW Position: Q1 2026 in Review

GeoWealth Management sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 487 shares — an estimated $97.3K sold.

GeoWealth Management first reported a position in IYW in Q4 2020 and held it in 21 quarters. The position peaked at $9.13M in Q3 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • GeoWealth Management reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 487 iShares US Technology ETF shares in Q1 2026, an estimated $97.3K.
  • GeoWealth Management first reported a position in iShares US Technology ETF in Q4 2020 and held it in 21 quarters.
  • GeoWealth Management's iShares US Technology ETF position peaked at $9.13M in Q3 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.