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Keystone Financial Services (Colorado)’s iShares US Technology ETF IYW Stock Holding History

Keystone Financial Services (Colorado)’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 		$353K Sell
1,945
-6,238
-76% -$1.21M 0.1% 78
2025
Q4 		$1.63M Sell
8,183
-27,890
-77% -$5.58M 0.49% 29
2025
Q3 		$7.07M Sell
36,073
-940
-3% -$172K 2.19% 12
2025
Q2 		$6.41M Sell
37,013
-10,021
-21% -$1.52M 2.18% 12
2025
Q1 		$6.61M Buy
47,034
+1,244
+3% +$194K 2.52% 9
2024
Q4 		$7.3M Buy
45,790
+474
+1% +$75K 2.8% 9
2024
Q3 		$6.87M Sell
45,316
-8,155
-15% -$1.2M 2.66% 10
2024
Q2 		$8.05M Buy
53,471
+1,092
+2% +$151K 3.33% 8
2024
Q1 		$7.07M Buy
52,379
+3,384
+7% +$441K 3.09% 9
2023
Q4 		$6.01M Buy
48,995
+14,105
+40% +$1.6M 2.84% 7
2023
Q3 		$3.66M Sell
34,890
-40,523
-54% -$4.41M 1.94% 12
2023
Q2 		$8.21M Sell
75,413
-41
-0.1% -$4.03K 4.19% 8
2023
Q1 		$7M Buy
75,454
+15,683
+26% +$1.32M 3.75% 10
2022
Q4 		$4.94M Buy
59,771
+2,904
+5% +$222K 2.66% 8
2022
Q3 		$4.23M Buy
+56,867
New +$4.82M 2.46% 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

Keystone Financial Services (Colorado)'s IYW Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares US Technology ETF (IYW) stake by 76% in Q1 2026, selling an estimated $1.21M and leaving 1,945 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #78.

Keystone Financial Services (Colorado) first reported a position in IYW in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.21M in Q2 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Keystone Financial Services (Colorado) held 1,945 shares of iShares US Technology ETF worth $353K as of Q1 2026.
  • Keystone Financial Services (Colorado) sold 6,238 iShares US Technology ETF shares in Q1 2026, an estimated $1.21M.
  • iShares US Technology ETF made up 0.1% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #78 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 15 quarters since.
  • Keystone Financial Services (Colorado)'s iShares US Technology ETF position peaked at $8.21M in Q2 2023.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.