Journey Strategic Wealth’s iShares US Technology ETF IYW Stock Holding History

Journey Strategic Wealth’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	$1.67M	Buy	9,216 +898	+11%	+$174K	0.04%	124
2025 Q4	$1.66M	Sell	8,318 -108	-1%	-$21.6K	0.04%	116
2025 Q3	$1.65M	Sell	8,426 -772	-8%	-$141K	0.05%	112
2025 Q2	$1.59M	Sell	9,198 -1,844	-17%	-$280K	0.05%	112
2025 Q1	$1.55M	Buy	11,042 +5,411	+96%	+$843K	0.05%	94
2024 Q4	$898K	Buy	5,631 +1,780	+46%	+$282K	0.03%	136
2024 Q3	$584K	Buy	3,851 +2,215	+135%	+$326K	0.02%	197
2024 Q2	$246K	Sell	1,636 -299	-15%	-$41.3K	0.01%	303
2024 Q1	$261K	Buy	+1,935	New	+$252K	0.01%	217
2022 Q1	–	Sell	-2,140	Closed	-$246K	–	219
2021 Q4	$246K	Buy	+2,140	New	+$238K	0.03%	151

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

Journey Strategic Wealth's IYW Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares US Technology ETF (IYW) stake by 11% in Q1 2026, buying an estimated $174K and bringing the position to 9,216 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #124.

Journey Strategic Wealth first reported a position in IYW in Q4 2021 and has held it in 10 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Journey Strategic Wealth held 9,216 shares of iShares US Technology ETF worth $1.67M as of Q1 2026.
Journey Strategic Wealth bought 898 iShares US Technology ETF shares in Q1 2026, an estimated $174K.
iShares US Technology ETF made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #124 holding.
Journey Strategic Wealth first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 10 quarters since.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.