L.J. Altfest & Co’s iShares US Technology ETF IYW Stock Holding History

L.J. Altfest & Co’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	$423K	Hold	2,330	–	–	0.05%	238
2025 Q4	$465K	Hold	2,330	–	–	0.05%	233
2025 Q3	$456K	Hold	2,330	–	–	0.05%	239
2025 Q2	$404K	Hold	2,330	–	–	0.05%	244
2025 Q1	$327K	Hold	2,330	–	–	0.04%	261
2024 Q4	$372K	Hold	2,330	–	–	0.05%	246
2024 Q3	$353K	Hold	2,330	–	–	0.05%	256
2024 Q2	$351K	Hold	2,330	–	–	0.05%	233
2024 Q1	$315K	Hold	2,330	–	–	0.04%	253
2023 Q4	$286K	Hold	2,330	–	–	0.04%	257
2023 Q3	$244K	Hold	2,330	–	–	0.04%	266
2023 Q2	$254K	Sell	2,330 -470	-17%	-$46.2K	0.04%	261
2023 Q1	$260K	Hold	2,800	–	–	0.04%	244
2022 Q4	$209K	Hold	2,800	–	–	0.03%	244
2022 Q3	$205K	Hold	2,800	–	–	0.04%	248
2022 Q2	$224K	Hold	2,800	–	–	0.04%	230
2022 Q1	$289K	Hold	2,800	–	–	0.05%	209
2021 Q4	$321K	Hold	2,800	–	–	0.06%	201
2021 Q3	$284K	Hold	2,800	–	–	0.06%	211
2021 Q2	$278K	Hold	2,800	–	–	0.06%	218
2021 Q1	$246K	Hold	2,800	–	–	0.06%	232
2020 Q4	$238K	Hold	2,800	–	–	0.06%	227
2020 Q3	$211K	Buy	+2,800	New	+$204K	0.06%	207

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

L.J. Altfest & Co's IYW Position: Q1 2026 in Review

L.J. Altfest & Co held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,330 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #238.

L.J. Altfest & Co first reported a position in IYW in Q3 2020 and has held it in 23 quarters since. The position peaked at $465K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

L.J. Altfest & Co held 2,330 shares of iShares US Technology ETF worth $423K as of Q1 2026.
L.J. Altfest & Co left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.05% of L.J. Altfest & Co's portfolio in Q1 2026, its #238 holding.
L.J. Altfest & Co first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 23 quarters since.
L.J. Altfest & Co's iShares US Technology ETF position peaked at $465K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.