Kingswood Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Kingswood Wealth Advisors’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	$8.11M	Sell	44,706 -1,872	-4%	-$362K	0.38%	49
2025 Q4	$9.3M	Buy	46,578 +34	+0.1%	+$6.8K	0.45%	36
2025 Q3	$9.12M	Buy	46,544 +7,311	+19%	+$1.34M	0.55%	28
2025 Q2	$6.8M	Buy	39,233 +25,875	+194%	+$3.92M	0.54%	29
2025 Q1	$1.88M	Sell	13,358 -2,010	-13%	-$313K	0.17%	147
2024 Q4	$2.45M	Buy	15,368 +921	+6%	+$146K	0.18%	122
2024 Q3	$2.19M	Buy	14,447 +12,447	+622%	+$1.83M	0.16%	147
2024 Q2	$301K	Sell	2,000 -31	-2%	-$4.28K	0.03%	519
2024 Q1	$274K	Buy	+2,031	New	+$264K	0.03%	509

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

Kingswood Wealth Advisors's IYW Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 4% in Q1 2026, selling an estimated $362K and leaving 44,706 shares worth $8.11M. The position accounts for 0.38% of the portfolio, ranked #49.

Kingswood Wealth Advisors first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.3M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Kingswood Wealth Advisors held 44,706 shares of iShares US Technology ETF worth $8.11M as of Q1 2026.
Kingswood Wealth Advisors sold 1,872 iShares US Technology ETF shares in Q1 2026, an estimated $362K.
iShares US Technology ETF made up 0.38% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Kingswood Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's iShares US Technology ETF position peaked at $9.3M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.