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HC Advisors’s iShares US Technology ETF IYW Stock Holding History

HC 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 		$16.2M Buy
89,028
+6,030
+7% +$1.17M 10.81% 2
2025
Q4 		$16.6M Buy
82,998
+504
+0.6% +$101K 11.47% 2
2025
Q3 		$16.2M Buy
82,494
+1,020
+1% +$187K 11.35% 2
2025
Q2 		$14.1M Sell
81,474
-2,708
-3% -$410K 9.97% 3
2025
Q1 		$11.8M Buy
84,182
+8,653
+11% +$1.35M 8.85% 3
2024
Q4 		$12M Buy
75,529
+1,326
+2% +$210K 9.67% 3
2024
Q3 		$11.3M Sell
74,203
-698
-0.9% -$103K 9.25% 3
2024
Q2 		$11.3M Sell
74,901
-1,434
-2% -$198K 10.4% 3
2024
Q1 		$10.3M Buy
76,335
+4,325
+6% +$563K 4.91% 4
2023
Q4 		$8.84M Buy
72,010
+23,194
+48% +$2.63M 4.95% 4
2023
Q3 		$5.12M Buy
48,816
+290
+0.6% +$31.5K 3.04% 6
2023
Q2 		$5.28M Sell
48,526
-11,644
-19% -$1.14M 3.07% 6
2023
Q1 		$5.58M Sell
60,170
-2,904
-5% -$244K 3.45% 6
2022
Q4 		$4.7M Buy
63,074
+4,724
+8% +$361K 3.21% 7
2022
Q3 		$4.28M Buy
58,350
+3,146
+6% +$267K 2.95% 8
2022
Q2 		$4.41M Buy
55,204
+3,720
+7% +$329K 3.14% 8
2022
Q1 		$5.3M Buy
51,484
+257
+0.5% +$26.2K 3.37% 7
2021
Q4 		$5.88M Sell
51,227
-2,766
-5% -$307K 3.61% 5
2021
Q3 		$5.47M Sell
53,993
-16,060
-23% -$1.68M 3.59% 6
2021
Q2 		$6.96M Buy
70,053
+200
+0.3% +$18.7K 4.28% 5
2021
Q1 		$6.13M Sell
69,853
-2,707
-4% -$237K 3.96% 6
2020
Q4 		$6.17M Buy
72,560
+180
+0.2% +$14.4K 4.22% 6
2020
Q3 		$5.45M Sell
72,380
-10,720
-13% -$783K 4.39% 6
2020
Q2 		$5.61M Buy
+83,100
New +$5.02M 4.64% 5
2020
Q1 		– Sell
-66,052
Closed -$3.84M – 44
2019
Q4 		$3.84M Buy
+66,052
New +$3.59M 3.96% 6

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

HC Advisors's IYW Position: Q1 2026 in Review

HC Advisors increased its iShares US Technology ETF (IYW) stake by 7.3% in Q1 2026, buying an estimated $1.17M and bringing the position to 89,028 shares worth $16.2M. The position accounts for 10.81% of the portfolio, ranked #2.

HC Advisors first reported a position in IYW in Q4 2019 and has held it in 25 quarters since. The position peaked at $16.6M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • HC Advisors held 89,028 shares of iShares US Technology ETF worth $16.2M as of Q1 2026.
  • HC Advisors bought 6,030 iShares US Technology ETF shares in Q1 2026, an estimated $1.17M.
  • iShares US Technology ETF made up 10.81% of HC Advisors's portfolio in Q1 2026, its #2 holding.
  • HC Advisors first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 25 quarters since.
  • HC Advisors's iShares US Technology ETF position peaked at $16.6M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.