Larson Financial Group’s iShares US Technology ETF IYW Stock Holding History

Larson Financial 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	$288K	Buy	1,588 +86	+6%	+$16.6K	0.01%	620
2025 Q4	$300K	Buy	1,502 +81	+6%	+$16.2K	0.01%	605
2025 Q3	$278K	Buy	1,421 +24	+2%	+$4.39K	0.01%	618
2025 Q2	$242K	Buy	1,397 +99	+8%	+$15K	0.01%	623
2025 Q1	$182K	Buy	1,298 +310	+31%	+$48.3K	0.01%	639
2024 Q4	$158K	Buy	988 +4	+0.4%	+$633	0.01%	628
2024 Q3	$149K	Hold	984	–	–	0.01%	637
2024 Q2	$148K	Buy	984 +816	+486%	+$113K	0.01%	550
2024 Q1	$22.7K	Hold	168	–	–	﹤0.01%	862
2023 Q4	$20.6K	Hold	168	–	–	﹤0.01%	847
2023 Q3	$17.6K	Hold	168	–	–	﹤0.01%	849
2023 Q2	$18.3K	Hold	168	–	–	﹤0.01%	764
2023 Q1	$15.6K	Hold	168	–	–	﹤0.01%	812
2022 Q4	$12.5K	Hold	168	–	–	﹤0.01%	794
2022 Q3	$12K	Hold	168	–	–	﹤0.01%	746
2022 Q2	$13K	Hold	168	–	–	﹤0.01%	641
2022 Q1	$17K	Hold	168	–	–	﹤0.01%	554
2021 Q4	$19K	Buy	+168	New	+$18.7K	﹤0.01%	554

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 $7.56B AUM 23.82% 1-Year Est. Return

Larson Financial Group's IYW Position: Q1 2026 in Review

Larson Financial Group increased its iShares US Technology ETF (IYW) stake by 5.7% in Q1 2026, buying an estimated $16.6K and bringing the position to 1,588 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #620.

Larson Financial Group first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $300K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Larson Financial Group held 1,588 shares of iShares US Technology ETF worth $288K as of Q1 2026.
Larson Financial Group bought 86 iShares US Technology ETF shares in Q1 2026, an estimated $16.6K.
iShares US Technology ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #620 holding.
Larson Financial Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
Larson Financial Group's iShares US Technology ETF position peaked at $300K in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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