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IYW icon

Key Financial Inc’s iShares US Technology ETF IYW Stock Holding History

Key Financial Inc’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 		$344K Hold
1,896
– – 0.06% 224
2025
Q4 		$379K Sell
1,896
-80
-4% -$16K 0.07% 205
2025
Q3 		$390K Hold
1,976
– – 0.07% 199
2025
Q2 		$342K Buy
1,976
+200
+11% +$30.3K 0.07% 207
2025
Q1 		$249K Hold
1,776
– – 0.05% 228
2024
Q4 		$283K Hold
1,776
– – 0.06% 208
2024
Q3 		$269K Sell
1,776
-219
-11% -$32.2K 0.06% 214
2024
Q2 		$300K Hold
1,995
– – 0.07% 194
2024
Q1 		$269K Hold
1,995
– – 0.07% 200
2023
Q4 		$245K Hold
1,995
– – 0.07% 192
2023
Q3 		$209K Buy
1,995
+219
+12% +$23.8K 0.07% 193
2023
Q2 		$193K Hold
1,776
– – 0.06% 213
2023
Q1 		$165K Buy
1,776
+300
+20% +$25.2K 0.06% 223
2022
Q4 		$108K Hold
1,476
– – 0.05% 234
2022
Q3 		$108K Sell
1,476
-300
-17% -$25.4K 0.05% 238
2022
Q2 		$142K Buy
1,776
+600
+51% +$53.1K 0.08% 198
2022
Q1 		$121K Hold
1,176
– – 0.06% 221
2021
Q4 		$135K Hold
1,176
– – 0.07% 193
2021
Q3 		$119K Hold
1,176
– – 0.07% 197
2021
Q2 		$121K Hold
1,176
– – 0.07% 200
2021
Q1 		$103K Buy
1,176
+232
+25% +$20.3K 0.07% 189
2020
Q4 		$80K Buy
+944
New +$75.4K 0.06% 203
2020
Q2 		– Sell
-944
Closed -$49K – 373
2020
Q1 		$49K Buy
+944
New +$54.7K 0.05% 216

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

Key Financial Inc's IYW Position: Q1 2026 in Review

Key Financial Inc held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,896 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #224.

Key Financial Inc first reported a position in IYW in Q1 2020 and has held it in 23 quarters since. The position peaked at $390K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Key Financial Inc held 1,896 shares of iShares US Technology ETF worth $344K as of Q1 2026.
  • Key Financial Inc left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.06% of Key Financial Inc's portfolio in Q1 2026, its #224 holding.
  • Key Financial Inc first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's iShares US Technology ETF position peaked at $390K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.