Legacy Financial Group (Iowa)
IYW icon

Legacy Financial Group (Iowa)’s iShares US Technology ETF IYW Stock Holding History

Legacy Financial Group (Iowa)’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 		$242K Sell
1,332
-268
-17% -$51.8K 0.03% 107
2025
Q4 		$305K Sell
1,600
-211
-12% -$42.2K 0.04% 98
2025
Q3 		$355K Sell
1,811
-28,381
-94% -$5.19M 0.05% 92
2025
Q2 		$5.23M Sell
30,192
-4,312
-12% -$654K 0.73% 33
2025
Q1 		$4.85M Buy
34,504
+1,161
+3% +$181K 0.75% 27
2024
Q4 		$5.32M Sell
33,343
-1,945
-6% -$308K 0.86% 28
2024
Q3 		$5.35M Sell
35,288
-3,080
-8% -$453K 1.03% 28
2024
Q2 		$5.77M Buy
38,368
+154
+0.4% +$21.3K 1.14% 26
2024
Q1 		$5.16M Buy
38,214
+36,414
+2,023% +$4.74M 1.04% 25
2023
Q4 		$221K Sell
1,800
-21,257
-92% -$2.41M 1% 28
2023
Q3 		$2.42M Sell
23,057
-21,124
-48% -$2.3M 0.57% 32
2023
Q2 		$4.81M Buy
44,181
+14,746
+50% +$1.45M 1.24% 22
2023
Q1 		$2.73M Buy
29,435
+15,125
+106% +$1.27M 0.75% 25
2022
Q4 		$1.07M Buy
+14,310
New +$1.09M 0.32% 33

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 Group (Iowa)'s IYW Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares US Technology ETF (IYW) stake by 17% in Q1 2026, selling an estimated $51.8K and leaving 1,332 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #107.

Legacy Financial Group (Iowa) first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.77M in Q2 2024. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Legacy Financial Group (Iowa) held 1,332 shares of iShares US Technology ETF worth $242K as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 268 iShares US Technology ETF shares in Q1 2026, an estimated $51.8K.
  • iShares US Technology ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #107 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • Legacy Financial Group (Iowa)'s iShares US Technology ETF position peaked at $5.77M in Q2 2024.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.