HBK Sorce Advisory’s iShares US Technology ETF IYW Stock Holding History

HBK Sorce Advisory’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	$413K	Buy	+1,730	New	+$334K	0.01%	413

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

HBK Sorce Advisory's IYW Position: Q1 2026 in Review

HBK Sorce Advisory opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 1,730 shares worth $413K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings.

1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

HBK Sorce Advisory held 1,730 shares of iShares US Technology ETF worth $413K as of Q1 2026.
iShares US Technology ETF was a new HBK Sorce Advisory position in Q1 2026.
iShares US Technology ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #413 holding.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.