Lavaca Capital’s iShares US Technology ETF IYW Stock Holding History

Lavaca Capital’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	$1.1M	Hold	6,059	–	–	0.19%	44
2025 Q4	$1.21M	Buy	6,059 +59	+1%	+$11.8K	0.2%	38
2025 Q3	$1.18M	Hold	6,000	–	–	0.2%	38
2025 Q2	$1.04M	Hold	6,000	–	–	0.39%	37
2025 Q1	$843K	Hold	6,000	–	–	0.35%	46
2024 Q4	$957K	Hold	6,000	–	–	0.38%	43
2024 Q3	$910K	Hold	6,000	–	–	0.39%	46
2024 Q2	$903K	Hold	6,000	–	–	0.46%	34
2024 Q1	$810K	Hold	6,000	–	–	0.47%	37
2023 Q4	$737K	Hold	6,000	–	–	0.42%	44
2023 Q3	$630K	Hold	6,000	–	–	0.21%	85
2023 Q2	$653K	Hold	6,000	–	–	0.19%	87
2023 Q1	$557K	Hold	6,000	–	–	0.12%	127
2022 Q4	$447K	Buy	+6,000	New	+$459K	0.14%	128

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

Lavaca Capital's IYW Position: Q1 2026 in Review

Lavaca Capital held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 6,059 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #44.

Lavaca Capital first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Lavaca Capital held 6,059 shares of iShares US Technology ETF worth $1.1M as of Q1 2026.
Lavaca Capital left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.19% of Lavaca Capital's portfolio in Q1 2026, its #44 holding.
Lavaca Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
Lavaca Capital's iShares US Technology ETF position peaked at $1.21M in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.