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Laurel Wealth Advisors (North Carolina)’s iShares US Technology ETF IYW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$5.4M Buy
22,616
+244
+1% +$47.2K 0.53% 41
2025
Q4 		$4.47M Buy
22,372
+210
+0.9% +$42K 0.59% 42
2025
Q3 		$4.34M Buy
22,162
+865
+4% +$158K 0.61% 43
2025
Q2 		$3.69M Buy
21,297
+1,515
+8% +$230K 0.55% 50
2025
Q1 		$2.78M Buy
19,782
+590
+3% +$91.9K 0.44% 56
2024
Q4 		$3.06M Buy
19,192
+400
+2% +$63.3K 0.48% 52
2024
Q3 		$2.85M Buy
18,792
+200
+1% +$29.4K 0.45% 55
2024
Q2 		$2.8M Buy
18,592
+570
+3% +$78.8K 0.49% 52
2024
Q1 		$2.43M Buy
18,022
+145
+0.8% +$18.9K 0.42% 65
2023
Q4 		$2.19M Sell
17,877
-825
-4% -$93.5K 0.42% 66
2023
Q3 		$1.96M Sell
18,702
-2,280
-11% -$248K 0.42% 68
2023
Q2 		$2.28M Sell
20,982
-250
-1% -$24.6K 0.46% 64
2023
Q1 		$1.97M Buy
21,232
+2,820
+15% +$237K 0.42% 68
2022
Q4 		$1.37M Buy
18,412
+2,411
+15% +$184K 0.31% 78
2022
Q3 		$1.17M Buy
16,001
+2,855
+22% +$242K 0.29% 80
2022
Q2 		$1.05M Buy
13,146
+1,050
+9% +$92.9K 0.25% 82
2022
Q1 		$1.25M Sell
12,096
-2,930
-19% -$299K 0.26% 84
2021
Q4 		$1.73M Buy
15,026
+550
+4% +$61.1K 0.35% 70
2021
Q3 		$1.47M Sell
14,476
-140
-1% -$14.6K 0.32% 74
2021
Q2 		$1.45M Sell
14,616
-170
-1% -$15.9K 0.31% 73
2021
Q1 		$1.3M Sell
14,786
-3,009
-17% -$264K 0.31% 72
2020
Q4 		$1.51M Sell
17,795
-3,345
-16% -$267K 0.39% 63
2020
Q3 		$1.59M Buy
21,140
+2,920
+16% +$213K 0.48% 58
2020
Q2 		$1.23M Buy
18,220
+648
+4% +$39.1K 0.4% 66
2020
Q1 		$898K Buy
17,572
+1,280
+8% +$74.2K 0.34% 70
2019
Q4 		$947K Buy
16,292
+80
+0.5% +$4.35K 0.3% 70
2019
Q3 		$828K Buy
16,212
+240
+2% +$12.2K 0.28% 74
2019
Q2 		$790K Sell
15,972
-600
-4% -$29.3K 0.28% 74
2019
Q1 		$790K Buy
16,572
+60
+0.4% +$2.67K 0.29% 76
2018
Q4 		$660K Buy
+16,512
New +$715K 0.27% 79

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

Laurel Wealth Advisors (North Carolina)'s IYW Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares US Technology ETF (IYW) stake by 1.1% in Q1 2026, buying an estimated $47.2K and bringing the position to 22,616 shares worth $5.4M. The position accounts for 0.53% of the portfolio, ranked #41.

Laurel Wealth Advisors (North Carolina) first reported a position in IYW in Q4 2018 and has held it in 30 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) held 22,616 shares of iShares US Technology ETF worth $5.4M as of Q1 2026.
  • Laurel Wealth Advisors (North Carolina) bought 244 iShares US Technology ETF shares in Q1 2026, an estimated $47.2K.
  • iShares US Technology ETF made up 0.53% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #41 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.