J. Safra Asset Management’s iShares US Technology ETF IYW Stock Holding History

J. Safra Asset Management’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	$8.69M	Hold	47,904	–	–	0.47%	28
2025 Q4	$9.57M	Hold	47,904	–	–	0.5%	27
2025 Q3	$9.38M	Hold	47,904	–	–	0.57%	23
2025 Q2	$8.3M	Hold	47,904	–	–	0.58%	23
2025 Q1	$6.73M	Hold	47,904	–	–	0.55%	23
2024 Q4	$7.71M	Hold	47,904	–	–	0.63%	22
2024 Q3	$7.23M	Hold	47,904	–	–	0.69%	20
2024 Q2	$7.21M	Hold	47,904	–	–	0.73%	17
2024 Q1	$6.47M	Hold	47,904	–	–	0.73%	17
2023 Q4	$5.88M	Hold	47,904	–	–	0.83%	15
2023 Q3	$5.03M	Hold	47,904	–	–	0.73%	15
2023 Q2	$5.22M	Hold	47,904	–	–	0.72%	15
2023 Q1	$4.45M	Buy	+47,904	New	+$4.02M	0.7%	16
2022 Q4	–	Sell	-3,514	Closed	-$47K	–	102
2022 Q3	$47K	Buy	3,514 +1,065	+43%	+$90.3K	0.78%	14
2022 Q2	$24K	Sell	2,449 -2,487	-50%	-$220K	0.41%	17
2022 Q1	$47K	Sell	4,936 -564	-10%	-$57.6K	0.87%	9
2021 Q4	$48K	Sell	5,500 -42,404	-89%	-$4.71M	0.99%	8
2021 Q3	$4.85M	Hold	47,904	–	–	1.17%	7
2021 Q2	$4.11M	Hold	47,904	–	–	1.98%	6
2021 Q1	$4.2M	Hold	47,904	–	–	1.96%	6
2020 Q4	$4.08M	Hold	47,904	–	–	2.11%	5
2020 Q3	$3.61M	Hold	47,904	–	–	2.09%	6
2020 Q2	$3.17M	Sell	47,904 -9,743,192	-100%	-$588M	2.38%	4
2020 Q1	$12M	Buy	9,791,096 +9,743,192	+20,339%	+$565M	1.66%	11
2019 Q4	$2.78M	Buy	+47,904	New	+$2.61M	2.85%	5
2016 Q4	$9.2M	Buy	+305,868	New	+$9.12M	17.45%	2

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

J. Safra Asset Management's IYW Position: Q1 2026 in Review

J. Safra Asset Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 47,904 shares worth $8.69M. The position accounts for 0.47% of the portfolio, ranked #28.

J. Safra Asset Management first reported a position in IYW in Q4 2016 and has held it in 26 quarters since. The position peaked at $12M in Q1 2020. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

J. Safra Asset Management held 47,904 shares of iShares US Technology ETF worth $8.69M as of Q1 2026.
J. Safra Asset Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.47% of J. Safra Asset Management's portfolio in Q1 2026, its #28 holding.
J. Safra Asset Management first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 26 quarters since.
J. Safra Asset Management's iShares US Technology ETF position peaked at $12M in Q1 2020.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.