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Gryphon Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Gryphon Financial Partners’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 		$321K Sell
1,770
-95
-5% -$18.4K 0.03% 278
2025
Q4 		$372K Sell
1,865
-526
-22% -$105K 0.04% 241
2025
Q3 		$468K Hold
2,391
– – 0.05% 204
2025
Q2 		$414K Buy
2,391
+500
+26% +$75.8K 0.05% 210
2025
Q1 		$266K Hold
1,891
– – 0.04% 237
2024
Q4 		$302K Hold
1,891
– – 0.04% 204
2024
Q3 		$287K Sell
1,891
-350
-16% -$51.5K 0.04% 238
2024
Q2 		$337K Sell
2,241
-122
-5% -$16.9K 0.05% 207
2024
Q1 		$319K Sell
2,363
-1,836
-44% -$239K 0.05% 205
2023
Q4 		$515K Sell
4,199
-130
-3% -$14.7K 0.09% 141
2023
Q3 		$454K Hold
4,329
– – 0.11% 102
2023
Q2 		$471K Buy
4,329
+228
+6% +$22.4K 0.1% 108
2023
Q1 		$381K Sell
4,101
-427
-9% -$35.8K 0.09% 129
2022
Q4 		$337K Sell
4,528
-4,617
-50% -$353K 0.08% 141
2022
Q3 		$671K Sell
9,145
-36
-0.4% -$3.05K 0.17% 77
2022
Q2 		$734K Sell
9,181
-503
-5% -$44.5K 0.18% 63
2022
Q1 		$998K Buy
9,684
+3
+0% +$306 0.2% 58
2021
Q4 		$1.11M Buy
9,681
+302
+3% +$33.5K 0.21% 59
2021
Q3 		$950K Sell
9,379
-47
-0.5% -$4.9K 0.21% 62
2021
Q2 		$937K Hold
9,426
– – 0.21% 56
2021
Q1 		$827K Sell
9,426
-162
-2% -$14.2K 0.19% 61
2020
Q4 		$816K Sell
9,588
-416
-4% -$33.2K 0.21% 62
2020
Q3 		$753K Sell
10,004
-572
-5% -$41.8K 0.22% 53
2020
Q2 		$713K Buy
+10,576
New +$638K 0.22% 51
2018
Q3 		– Sell
-5,032
Closed -$224K – 509
2018
Q2 		$224K Sell
5,032
-1,628
-24% -$72K 0.1% 73
2018
Q1 		$280K Hold
6,660
– – 0.14% 62
2017
Q4 		$271K Buy
+6,660
New +$267K 0.15% 65

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

Gryphon Financial Partners's IYW Position: Q1 2026 in Review

Gryphon Financial Partners reduced its iShares US Technology ETF (IYW) stake by 5.1% in Q1 2026, selling an estimated $18.4K and leaving 1,770 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #278.

Gryphon Financial Partners first reported a position in IYW in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.11M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Gryphon Financial Partners held 1,770 shares of iShares US Technology ETF worth $321K as of Q1 2026.
  • Gryphon Financial Partners sold 95 iShares US Technology ETF shares in Q1 2026, an estimated $18.4K.
  • iShares US Technology ETF made up 0.03% of Gryphon Financial Partners's portfolio in Q1 2026, its #278 holding.
  • Gryphon Financial Partners first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 27 quarters since.
  • Gryphon Financial Partners's iShares US Technology ETF position peaked at $1.11M in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.