Granite Bay Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Granite Bay Wealth 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	$327K	Hold	1,800	–	–	0.07%	67
2025 Q4	$359K	Hold	1,800	–	–	0.09%	63
2025 Q3	$353K	Sell	1,800 -500	-22%	-$91.5K	0.09%	56
2025 Q2	$399K	Sell	2,300 -41	-2%	-$6.21K	0.13%	46
2025 Q1	$329K	Sell	2,341 -238	-9%	-$37.1K	0.11%	51
2024 Q4	$411K	Buy	+2,579	New	+$408K	0.15%	48
2024 Q3	–	Sell	-2,300	Closed	-$346K	–	55
2024 Q2	$346K	Sell	2,300 -200	-8%	-$27.6K	0.19%	50
2024 Q1	$338K	Sell	2,500 -188,229	-99%	-$24.5M	0.19%	57
2023 Q4	$21.6M	Buy	190,729 +17,479	+10%	+$1.98M	0.19%	54
2023 Q3	$18.8M	Buy	+173,250	New	+$18.8M	0.18%	60
2023 Q2	–	Sell	-2,750	Closed	-$255K	–	59
2023 Q1	$255K	Sell	2,750 -100	-4%	-$8.39K	0.18%	59
2022 Q4	$212K	Buy	+2,850	New	+$218K	0.14%	64

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

Granite Bay Wealth Management's IYW Position: Q1 2026 in Review

Granite Bay Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,800 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #67.

Granite Bay Wealth Management first reported a position in IYW in Q4 2022 and has held it in 12 quarters since. The position peaked at $21.6M in Q4 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Granite Bay Wealth Management held 1,800 shares of iShares US Technology ETF worth $327K as of Q1 2026.
Granite Bay Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.07% of Granite Bay Wealth Management's portfolio in Q1 2026, its #67 holding.
Granite Bay Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 12 quarters since.
Granite Bay Wealth Management's iShares US Technology ETF position peaked at $21.6M in Q4 2023.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.