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Klingman & Associates’s iShares US Technology ETF IYW Stock Holding History

Klingman & Associates’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 		$290K Hold
1,601
– – 0.01% 263
2025
Q4 		$320K Hold
1,601
– – 0.02% 245
2025
Q3 		$314K Hold
1,601
– – 0.02% 249
2025
Q2 		$277K Buy
+1,601
New +$243K 0.02% 258

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

Klingman & Associates's IYW Position: Q1 2026 in Review

Klingman & Associates held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,601 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #263.

Klingman & Associates first reported a position in IYW in Q2 2025 and has held it in 4 quarters since. The position peaked at $320K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Klingman & Associates held 1,601 shares of iShares US Technology ETF worth $290K as of Q1 2026.
  • Klingman & Associates left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #263 holding.
  • Klingman & Associates first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Klingman & Associates's iShares US Technology ETF position peaked at $320K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.