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

Hamilton Point Investment 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	$70K	Hold	386	–	–	0.01%	153
2025 Q4	$77.1K	Hold	386	–	–	0.01%	156
2025 Q3	$75.6K	Hold	386	–	–	0.01%	138
2025 Q2	$66.9K	Hold	386	–	–	0.01%	138
2025 Q1	$54.2K	Hold	386	–	–	0.01%	133
2024 Q4	$61.6K	Hold	386	–	–	0.01%	134
2024 Q3	$58.5K	Hold	386	–	–	0.01%	139
2024 Q2	$58.1K	Hold	386	–	–	0.01%	127
2024 Q1	$52.1K	Hold	386	–	–	0.01%	132
2023 Q4	$47.4K	Hold	386	–	–	0.01%	135
2023 Q3	$40.5K	Hold	386	–	–	0.01%	128
2023 Q2	$42K	Hold	386	–	–	0.01%	133
2023 Q1	$35.8K	Buy	+386	New	+$32.4K	0.01%	132

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

Hamilton Point Investment Advisors's IYW Position: Q1 2026 in Review

Hamilton Point Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 386 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #153.

Hamilton Point Investment Advisors first reported a position in IYW in Q1 2023 and has held it in 13 quarters since. The position peaked at $77.1K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Hamilton Point Investment Advisors held 386 shares of iShares US Technology ETF worth $70K as of Q1 2026.
Hamilton Point Investment Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q1 2026, its #153 holding.
Hamilton Point Investment Advisors first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 13 quarters since.
Hamilton Point Investment Advisors's iShares US Technology ETF position peaked at $77.1K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.