IAG
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Investment Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Investment Advisory Group’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 		$1.59M Buy
8,738
+197
+2% +$38.1K 0.4% 60
2025
Q4 		$1.71M Buy
8,541
+387
+5% +$77.4K 0.44% 56
2025
Q3 		$1.6M Buy
8,154
+123
+2% +$22.5K 0.43% 55
2025
Q2 		$1.39M Buy
8,031
+293
+4% +$44.4K 0.42% 54
2025
Q1 		$1.09M Buy
7,738
+227
+3% +$35.4K 0.36% 59
2024
Q4 		$1.2M Sell
7,511
-72
-0.9% -$11.4K 0.4% 55
2024
Q3 		$1.15M Buy
7,583
+73
+1% +$10.7K 0.4% 55
2024
Q2 		$1.13M Buy
7,510
+396
+6% +$54.7K 0.44% 55
2024
Q1 		$961K Buy
7,114
+115
+2% +$15K 0.4% 53
2023
Q4 		$859K Sell
6,999
-125
-2% -$14.2K 0.39% 54
2023
Q3 		$747K Buy
7,124
+275
+4% +$29.9K 0.39% 54
2023
Q2 		$746K Buy
6,849
+596
+10% +$58.5K 0.38% 55
2023
Q1 		$580K Sell
6,253
-59
-0.9% -$4.95K 0.33% 65
2022
Q4 		$470K Buy
6,312
+251
+4% +$19.2K 0.29% 76
2022
Q3 		$445K Hold
6,061
– – 0.31% 66
2022
Q2 		$485K Buy
6,061
+69
+1% +$6.11K 0.33% 63
2022
Q1 		$618K Buy
5,992
+209
+4% +$21.3K 0.38% 55
2021
Q4 		$602K Buy
+5,783
New +$642K 0.39% 52

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 $7.56B AUM 23.82% 1-Year Est. Return

Investment Advisory Group's IYW Position: Q1 2026 in Review

Investment Advisory Group increased its iShares US Technology ETF (IYW) stake by 2.3% in Q1 2026, buying an estimated $38.1K and bringing the position to 8,738 shares worth $1.59M. The position accounts for 0.4% of the portfolio, ranked #60.

Investment Advisory Group first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Investment Advisory Group held 8,738 shares of iShares US Technology ETF worth $1.59M as of Q1 2026.
  • Investment Advisory Group bought 197 iShares US Technology ETF shares in Q1 2026, an estimated $38.1K.
  • iShares US Technology ETF made up 0.4% of Investment Advisory Group's portfolio in Q1 2026, its #60 holding.
  • Investment Advisory Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's iShares US Technology ETF position peaked at $1.71M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.