Inscription Capital’s iShares US Technology ETF IYW Stock Holding History

Inscription Capital’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	$3.28M	Buy	18,067 +555	+3%	+$107K	0.34%	49
2025 Q4	$3.5M	Buy	17,512 +854	+5%	+$171K	0.36%	45
2025 Q3	$3.26M	Sell	16,658 -1,598	-9%	-$292K	0.35%	45
2025 Q2	$3.16M	Buy	+18,256	New	+$2.77M	0.46%	40
2024 Q3	$1.13M	Buy	+7,475	New	+$1.1M	0.17%	99
2021 Q3	–	Sell	-12,632	Closed	-$1.26M	–	311
2021 Q2	$1.26M	Buy	+12,632	New	+$1.18M	0.14%	116

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

Inscription Capital's IYW Position: Q1 2026 in Review

Inscription Capital increased its iShares US Technology ETF (IYW) stake by 3.2% in Q1 2026, buying an estimated $107K and bringing the position to 18,067 shares worth $3.28M. The position accounts for 0.34% of the portfolio, ranked #49.

Inscription Capital first reported a position in IYW in Q2 2021 and has held it in 6 quarters since. The position peaked at $3.5M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Inscription Capital held 18,067 shares of iShares US Technology ETF worth $3.28M as of Q1 2026.
Inscription Capital bought 555 iShares US Technology ETF shares in Q1 2026, an estimated $107K.
iShares US Technology ETF made up 0.34% of Inscription Capital's portfolio in Q1 2026, its #49 holding.
Inscription Capital first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 6 quarters since.
Inscription Capital's iShares US Technology ETF position peaked at $3.5M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.