Kiley Juergens Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Kiley Juergens Wealth 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	$1.37M	Buy	+7,533	New	+$1.46M	0.24%	74
2023 Q1	–	Sell	-10,188	Closed	-$759K	–	75
2022 Q4	$759K	Sell	10,188 -1,956	-16%	-$150K	0.32%	54
2022 Q3	$891K	Hold	12,144	–	–	0.42%	46
2022 Q2	$970K	Buy	+12,144	New	+$1.07M	0.46%	43
2022 Q1	–	Sell	-12,144	Closed	-$1.39M	–	61
2021 Q4	$1.39M	Sell	12,144 -1,000	-8%	-$111K	0.53%	35
2021 Q3	$1.33M	Hold	13,144	–	–	0.58%	33
2021 Q2	$1.31M	Hold	13,144	–	–	0.6%	33
2021 Q1	$1.15M	Hold	13,144	–	–	0.6%	34
2020 Q4	$1.12M	Buy	+13,144	New	+$1.05M	0.66%	29

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 $7.56B AUM 23.82% 1-Year Est. Return

Kiley Juergens Wealth Management's IYW Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 7,533 shares worth $1.37M. The stake represents 0.24% of the portfolio and ranks #74 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in IYW as recently as Q4 2022.

Kiley Juergens Wealth Management first reported a position in IYW in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.39M in Q4 2021. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Kiley Juergens Wealth Management held 7,533 shares of iShares US Technology ETF worth $1.37M as of Q1 2026.
iShares US Technology ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
iShares US Technology ETF made up 0.24% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #74 holding.
Kiley Juergens Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 9 quarters since.
Kiley Juergens Wealth Management's iShares US Technology ETF position peaked at $1.39M in Q4 2021.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.