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Greenspring Advisors’s iShares US Technology ETF IYW Stock Holding History

Greenspring Advisors’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 		$1.33M Buy
7,358
+468
+7% +$90.4K 0.08% 107
2025
Q4 		$1.38M Buy
6,890
+5,089
+283% +$1.02M 0.08% 107
2025
Q3 		$353K Buy
+1,801
New +$329K 0.06% 78

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenspring Advisors's IYW Position: Q1 2026 in Review

Greenspring Advisors increased its iShares US Technology ETF (IYW) stake by 6.8% in Q1 2026, buying an estimated $90.4K and bringing the position to 7,358 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #107.

Greenspring Advisors first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Greenspring Advisors held 7,358 shares of iShares US Technology ETF worth $1.33M as of Q1 2026.
  • Greenspring Advisors bought 468 iShares US Technology ETF shares in Q1 2026, an estimated $90.4K.
  • iShares US Technology ETF made up 0.08% of Greenspring Advisors's portfolio in Q1 2026, its #107 holding.
  • Greenspring Advisors first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Greenspring Advisors's iShares US Technology ETF position peaked at $1.38M in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.