Guidance Point Advisors’s iShares US Technology ETF IYW Stock Holding History

Guidance Point 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	$212K	Buy	1,166 +10	+0.9%	+$1.93K	0.05%	94
2025 Q4	$231K	Sell	1,156 -62	-5%	-$12.4K	0.05%	85
2025 Q3	$239K	Sell	1,218 -1	-0.1%	-$183	0.06%	84
2025 Q2	$211K	Sell	1,219 -828	-40%	-$126K	0.05%	82
2025 Q1	$288K	Buy	2,047 +155	+8%	+$24.1K	0.08%	70
2024 Q4	$302K	Buy	1,892 +439	+30%	+$69.5K	0.08%	70
2024 Q3	$220K	Buy	+1,453	New	+$214K	0.06%	79
2021 Q4	–	Sell	-393	Closed	-$39K	–	245
2021 Q3	$39K	Buy	+393	New	+$41K	0.01%	164

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

Guidance Point Advisors's IYW Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares US Technology ETF (IYW) stake by 0.87% in Q1 2026, buying an estimated $1.93K and bringing the position to 1,166 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #94.

Guidance Point Advisors first reported a position in IYW in Q3 2021 and has held it in 8 quarters since. The position peaked at $302K in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Guidance Point Advisors held 1,166 shares of iShares US Technology ETF worth $212K as of Q1 2026.
Guidance Point Advisors bought 10 iShares US Technology ETF shares in Q1 2026, an estimated $1.93K.
iShares US Technology ETF made up 0.05% of Guidance Point Advisors's portfolio in Q1 2026, its #94 holding.
Guidance Point Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 8 quarters since.
Guidance Point Advisors's iShares US Technology ETF position peaked at $302K in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.