Insigneo Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Insigneo Advisory Services’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	$595K	Sell	3,279 -225	-6%	-$43.5K	0.04%	333
2025 Q4	$700K	Sell	3,504 -398	-10%	-$79.6K	0.05%	281
2025 Q3	$764K	Sell	3,902 -1,362	-26%	-$249K	0.05%	257
2025 Q2	$912K	Sell	5,264 -608	-10%	-$92.2K	0.08%	201
2025 Q1	$825K	Sell	5,872 -75	-1%	-$11.7K	0.09%	197
2024 Q4	$949K	Buy	5,947 +4,535	+321%	+$718K	0.1%	170
2024 Q3	$214K	Buy	+1,412	New	+$208K	0.02%	539

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

Insigneo Advisory Services's IYW Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares US Technology ETF (IYW) stake by 6.4% in Q1 2026, selling an estimated $43.5K and leaving 3,279 shares worth $595K. The position accounts for 0.04% of the portfolio, ranked #333.

Insigneo Advisory Services first reported a position in IYW in Q3 2024 and has held it in 7 quarters since. The position peaked at $949K in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Insigneo Advisory Services held 3,279 shares of iShares US Technology ETF worth $595K as of Q1 2026.
Insigneo Advisory Services sold 225 iShares US Technology ETF shares in Q1 2026, an estimated $43.5K.
iShares US Technology ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #333 holding.
Insigneo Advisory Services first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 7 quarters since.
Insigneo Advisory Services's iShares US Technology ETF position peaked at $949K in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.