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KKM Financial’s iShares US Technology ETF IYW Stock Holding History

KKM Financial’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 		$2.7M Hold
13,505
– – 0.48% 76
2025
Q4 		$2.7M Sell
13,505
-689
-5% -$138K 0.48% 76
2025
Q3 		$2.78M Sell
14,194
-302
-2% -$55.2K 0.87% 51
2025
Q2 		$2.51M Sell
14,496
-1,709
-11% -$259K 0.87% 52
2025
Q1 		$2.28M Sell
16,205
-2,646
-14% -$412K 0.96% 51
2024
Q4 		$3.01M Sell
18,851
-3,644
-16% -$577K 1.25% 25
2024
Q3 		$3.41M Sell
22,495
-1,614
-7% -$237K 1.69% 15
2024
Q2 		$3.6M Buy
24,109
+736
+3% +$102K 1.71% 11
2024
Q1 		$3.16M Buy
23,373
+2,834
+14% +$369K 1.54% 13
2023
Q4 		$2.52M Buy
+20,539
New +$2.33M 1.59% 13

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

KKM Financial's IYW Position: Q1 2026 in Review

KKM Financial held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 13,505 shares worth $2.7M. The position accounts for 0.48% of the portfolio, ranked #76.

KKM Financial first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.6M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • KKM Financial held 13,505 shares of iShares US Technology ETF worth $2.7M as of Q1 2026.
  • KKM Financial left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.48% of KKM Financial's portfolio in Q1 2026, its #76 holding.
  • KKM Financial first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's iShares US Technology ETF position peaked at $3.6M in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.