Joseph Group Capital Management’s iShares US Technology ETF IYW Stock Holding History

Joseph Group Capital 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	$13.6K	Hold	75	–	–	﹤0.01%	234
2025 Q4	$15K	Hold	75	–	–	﹤0.01%	147
2025 Q3	$14.7K	Sell	75 -31	-29%	-$5.67K	﹤0.01%	90
2025 Q2	$18.4K	Hold	106	–	–	0.01%	87
2025 Q1	$14.9K	Hold	106	–	–	0.01%	86
2024 Q4	$16.9K	Hold	106	–	–	0.01%	82
2024 Q3	$16.1K	Hold	106	–	–	0.01%	77
2024 Q2	$16K	Hold	106	–	–	0.01%	68
2024 Q1	$14.3K	Hold	106	–	–	0.01%	78
2023 Q4	$13K	Hold	106	–	–	0.01%	77
2023 Q3	$11.1K	Hold	106	–	–	0.01%	73
2023 Q2	$11.5K	Hold	106	–	–	0.01%	71
2023 Q1	$9.84K	Hold	106	–	–	0.01%	76
2022 Q4	$8K	Hold	106	–	–	0.01%	89
2022 Q3	$8K	Hold	106	–	–	0.01%	73
2022 Q2	$8K	Hold	106	–	–	0.01%	67
2022 Q1	$11K	Hold	106	–	–	0.01%	63
2021 Q4	$12K	Buy	+106	New	+$11.8K	0.01%	65

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

Joseph Group Capital Management's IYW Position: Q1 2026 in Review

Joseph Group Capital Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 75 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Joseph Group Capital Management first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.4K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Joseph Group Capital Management held 75 shares of iShares US Technology ETF worth $13.6K as of Q1 2026.
Joseph Group Capital Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #234 holding.
Joseph Group Capital Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
Joseph Group Capital Management's iShares US Technology ETF position peaked at $18.4K in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.