Kayne Anderson Rudnick Investment Management
IYW icon

Kayne Anderson Rudnick Investment Management’s iShares US Technology ETF IYW Stock Holding History

Kayne Anderson Rudnick Investment 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 		$3M Sell
16,533
-3,707
-18% -$716K 0.01% 297
2025
Q4 		$4.04M Sell
20,240
-1,033
-5% -$207K 0.01% 275
2025
Q3 		$4.17M Buy
21,273
+632
+3% +$116K 0.01% 276
2025
Q2 		$3.58M Buy
20,641
+568
+3% +$86.1K 0.01% 284
2025
Q1 		$2.82M Sell
20,073
-7,616
-28% -$1.19M 0.01% 311
2024
Q4 		$4.41M Buy
27,689
+3,249
+13% +$514K 0.01% 272
2024
Q3 		$3.71M Buy
24,440
+5,251
+27% +$772K 0.01% 288
2024
Q2 		$2.89M Buy
19,189
+17,684
+1,175% +$2.44M 0.01% 306
2024
Q1 		$203K Hold
1,505
– – ﹤0.01% 460
2023
Q4 		$185K Buy
+1,505
New +$170K ﹤0.01% 443
2021
Q1 		– Sell
-680
Closed -$58K – 648
2020
Q4 		$58K Hold
680
– – ﹤0.01% 431
2020
Q3 		$51K Hold
680
– – ﹤0.01% 416
2020
Q2 		$46K Hold
680
– – ﹤0.01% 403
2020
Q1 		$35K Hold
680
– – ﹤0.01% 407
2019
Q4 		$40K Hold
680
– – ﹤0.01% 390
2019
Q3 		$35K Hold
680
– – ﹤0.01% 379
2019
Q2 		$34K Buy
+680
New +$33.2K ﹤0.01% 376

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IYW Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares US Technology ETF (IYW) stake by 18% in Q1 2026, selling an estimated $716K and leaving 16,533 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #297.

Kayne Anderson Rudnick Investment Management first reported a position in IYW in Q2 2019 and has held it in 17 quarters since. The position peaked at $4.41M in Q4 2024. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 16,533 shares of iShares US Technology ETF worth $3M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 3,707 iShares US Technology ETF shares in Q1 2026, an estimated $716K.
  • iShares US Technology ETF made up 0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #297 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 17 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares US Technology ETF position peaked at $4.41M in Q4 2024.
  • 1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.