Kilter Group’s iShares US Technology ETF IYW Stock Holding History

Kilter Group’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	$363	Sell	2 -27	-93%	-$5.22K	﹤0.01%	1413
2025 Q4	$5.79K	Sell	29 -614	-95%	-$123K	﹤0.01%	476
2025 Q3	$126K	Sell	643 -26,142	-98%	-$4.78M	0.06%	67
2025 Q2	$4.64M	Sell	26,785 -7,116	-21%	-$1.08M	2.11%	14
2025 Q1	$4.76M	Buy	33,901 +1,066	+3%	+$166K	3.11%	9
2024 Q4	$5.24M	Buy	+32,835	New	+$5.2M	3.41%	10

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

Kilter Group's IYW Position: Q1 2026 in Review

Kilter Group reduced its iShares US Technology ETF (IYW) stake by 93% in Q1 2026, selling an estimated $5.22K and leaving 2 shares worth $363. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Kilter Group first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.24M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Kilter Group held 2 shares of iShares US Technology ETF worth $363 as of Q1 2026.
Kilter Group sold 27 iShares US Technology ETF shares in Q1 2026, an estimated $5.22K.
iShares US Technology ETF made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #1413 holding.
Kilter Group first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Kilter Group's iShares US Technology ETF position peaked at $5.24M in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.