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Leo Wealth LLC’s iShares US Technology ETF IYW Stock Holding History

Leo Wealth LLC’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 		$253K Sell
1,394
-11
-0.8% -$2.13K 0.02% 391
2025
Q4 		$281K Buy
+1,405
New +$281K 0.02% 359
2024
Q3 		– Sell
-1,543
Closed -$235K – 356
2024
Q2 		$235K Buy
+1,543
New +$213K 0.02% 302

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Leo Wealth LLC's IYW Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares US Technology ETF (IYW) stake by 0.78% in Q1 2026, selling an estimated $2.13K and leaving 1,394 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #391.

Leo Wealth LLC first reported a position in IYW in Q2 2024 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Leo Wealth LLC held 1,394 shares of iShares US Technology ETF worth $253K as of Q1 2026.
  • Leo Wealth LLC sold 11 iShares US Technology ETF shares in Q1 2026, an estimated $2.13K.
  • iShares US Technology ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #391 holding.
  • Leo Wealth LLC first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 3 quarters since.
  • Leo Wealth LLC's iShares US Technology ETF position peaked at $281K in Q4 2025.
  • 1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.