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Holistic Planning’s iShares US Technology ETF IYW Stock Holding History

Holistic Planning’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 		$293K Buy
1,614
+470
+41% +$90.8K 0.06% 238
2025
Q4 		$228K Buy
+1,144
New +$229K 0.05% 254

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

Holistic Planning's IYW Position: Q1 2026 in Review

Holistic Planning increased its iShares US Technology ETF (IYW) stake by 41% in Q1 2026, buying an estimated $90.8K and bringing the position to 1,614 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #238.

Holistic Planning first reported a position in IYW in Q4 2025 and has held it in 2 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Holistic Planning held 1,614 shares of iShares US Technology ETF worth $293K as of Q1 2026.
  • Holistic Planning bought 470 iShares US Technology ETF shares in Q1 2026, an estimated $90.8K.
  • iShares US Technology ETF made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #238 holding.
  • Holistic Planning first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.