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IYW icon

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

JB 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 		$647K Sell
3,566
-4,271
-54% -$825K 0.03% 165
2025
Q4 		$1.56M Buy
7,837
+952
+14% +$190K 0.06% 122
2025
Q3 		$1.35M Sell
6,885
-222,513
-97% -$40.7M 0.06% 124
2025
Q2 		$39.7M Sell
229,398
-52,115
-19% -$7.9M 1.93% 12
2025
Q1 		$39.5M Buy
281,513
+19,592
+7% +$3.05M 2.18% 9
2024
Q4 		$41.8M Sell
261,921
-8,110
-3% -$1.28M 2.34% 10
2024
Q3 		$40.9M Sell
270,031
-27,003
-9% -$3.97M 2.35% 10
2024
Q2 		$44.7M Sell
297,034
-1,706
-0.6% -$236K 2.8% 8
2024
Q1 		$40.3M Buy
298,740
+28,559
+11% +$3.72M 2.69% 9
2023
Q4 		$33.2M Buy
270,181
+86,031
+47% +$9.75M 2.45% 7
2023
Q3 		$19.3M Sell
184,150
-189,803
-51% -$20.6M 1.63% 13
2023
Q2 		$40.7M Buy
373,953
+14,247
+4% +$1.4M 3.44% 8
2023
Q1 		$33.4M Buy
359,706
+90,182
+33% +$7.57M 3.05% 10
2022
Q4 		$20.1M Buy
+269,524
New +$20.6M 1.97% 8

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

JB Capital's IYW Position: Q1 2026 in Review

JB Capital reduced its iShares US Technology ETF (IYW) stake by 54% in Q1 2026, selling an estimated $825K and leaving 3,566 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #165.

JB Capital first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.7M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • JB Capital held 3,566 shares of iShares US Technology ETF worth $647K as of Q1 2026.
  • JB Capital sold 4,271 iShares US Technology ETF shares in Q1 2026, an estimated $825K.
  • iShares US Technology ETF made up 0.03% of JB Capital's portfolio in Q1 2026, its #165 holding.
  • JB Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • JB Capital's iShares US Technology ETF position peaked at $44.7M in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.