LFA
IYW icon

Legacy Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Legacy Financial Advisors’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 		$497K Hold
2,739
– – 0.07% 238
2025
Q4 		$547K Hold
2,739
– – 0.08% 206
2025
Q3 		$536K Hold
2,739
– – 0.07% 224
2025
Q2 		$475K Hold
2,739
– – 0.07% 209
2025
Q1 		$385K Hold
2,739
– – 0.06% 246
2024
Q4 		$437K Hold
2,739
– – 0.07% 214
2024
Q3 		$415K Hold
2,739
– – 0.07% 224
2024
Q2 		$412K Hold
2,739
– – 0.07% 203
2024
Q1 		$370K Hold
2,739
– – 0.07% 210
2023
Q4 		$336K Hold
2,739
– – 0.06% 213
2023
Q3 		$287K Hold
2,739
– – 0.06% 207
2023
Q2 		$298K Hold
2,739
– – 0.06% 199
2023
Q1 		$254K Hold
2,739
– – 0.05% 208
2022
Q4 		$204K Hold
2,739
– – 0.04% 230
2022
Q3 		$201K Sell
2,739
-2
-0.1% -$170 0.05% 211
2022
Q2 		$219K Sell
2,741
-3
-0.1% -$266 0.05% 197
2022
Q1 		$283K Hold
2,744
– – 0.06% 174
2021
Q4 		$315K Hold
2,744
– – 0.07% 138
2021
Q3 		$278K Hold
2,744
– – 0.07% 138
2021
Q2 		$273K Buy
+2,744
New +$256K 0.07% 131
2019
Q2 		– Sell
-2,000
Closed -$95K – 513
2019
Q1 		$95K Hold
2,000
– – 0.03% 172
2018
Q4 		$80K Hold
2,000
– – 0.03% 166
2018
Q3 		$97K Hold
2,000
– – 0.04% 174
2018
Q2 		$94K Hold
2,000
– – 0.04% 173
2018
Q1 		$84K Hold
2,000
– – 0.03% 185
2017
Q4 		$81K Buy
+2,000
New +$80.1K 0.03% 201

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

Legacy Financial Advisors's IYW Position: Q1 2026 in Review

Legacy Financial Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,739 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #238.

Legacy Financial Advisors first reported a position in IYW in Q4 2017 and has held it in 26 quarters since. The position peaked at $547K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Legacy Financial Advisors held 2,739 shares of iShares US Technology ETF worth $497K as of Q1 2026.
  • Legacy Financial Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.07% of Legacy Financial Advisors's portfolio in Q1 2026, its #238 holding.
  • Legacy Financial Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's iShares US Technology ETF position peaked at $547K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.