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

Inspire 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 		$435K Buy
2,400
+733
+44% +$142K 0.04% 398
2025
Q4 		$333K Buy
1,667
+339
+26% +$67.8K 0.03% 398
2025
Q3 		$260K Buy
1,328
+169
+15% +$30.9K 0.02% 422
2025
Q2 		$201K Buy
+1,159
New +$176K 0.02% 463
2021
Q1 		– Sell
-308
Closed -$26K – 416
2020
Q4 		$26K Buy
+308
New +$24.6K 0.01% 334

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

Inspire Advisors's IYW Position: Q1 2026 in Review

Inspire Advisors increased its iShares US Technology ETF (IYW) stake by 44% in Q1 2026, buying an estimated $142K and bringing the position to 2,400 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #398.

Inspire Advisors first reported a position in IYW in Q4 2020 and has held it in 5 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Inspire Advisors held 2,400 shares of iShares US Technology ETF worth $435K as of Q1 2026.
  • Inspire Advisors bought 733 iShares US Technology ETF shares in Q1 2026, an estimated $142K.
  • iShares US Technology ETF made up 0.04% of Inspire Advisors's portfolio in Q1 2026, its #398 holding.
  • Inspire Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 5 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.