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Greykasell Wealth Strategies’s iShares US Technology ETF IYW Stock Holding History

Greykasell Wealth Strategies’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 		$113K Sell
622
-172
-22% -$33.2K 0.05% 181
2025
Q4 		$159K Hold
794
– – 0.06% 158
2025
Q3 		$156K Hold
794
– – 0.07% 150
2025
Q2 		$138K Hold
794
– – 0.07% 148
2025
Q1 		$112K Buy
+794
New +$124K 0.06% 148

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

Greykasell Wealth Strategies's IYW Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its iShares US Technology ETF (IYW) stake by 22% in Q1 2026, selling an estimated $33.2K and leaving 622 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #181.

Greykasell Wealth Strategies first reported a position in IYW in Q1 2025 and has held it in 5 quarters since. The position peaked at $159K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Greykasell Wealth Strategies held 622 shares of iShares US Technology ETF worth $113K as of Q1 2026.
  • Greykasell Wealth Strategies sold 172 iShares US Technology ETF shares in Q1 2026, an estimated $33.2K.
  • iShares US Technology ETF made up 0.05% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #181 holding.
  • Greykasell Wealth Strategies first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's iShares US Technology ETF position peaked at $159K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.