Liberty Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Liberty Wealth Management’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	$5.25M	Sell	28,877 -15,187	-34%	-$2.93M	0.66%	38
2025 Q4	$8.8M	Sell	44,064 -743	-2%	-$149K	1.14%	23
2025 Q3	$8.78M	Sell	44,807 -14	-0%	-$2.56K	1.24%	20
2025 Q2	$7.77M	Sell	44,821 -3,279	-7%	-$497K	1.22%	20
2025 Q1	$6.75M	Buy	48,100 +1,567	+3%	+$244K	1.29%	24
2024 Q4	$7.42M	Sell	46,533 -3,020	-6%	-$478K	1.24%	23
2024 Q3	$7.51M	Sell	49,553 -257,088	-84%	-$37.8M	1.28%	21
2024 Q2	$7.37M	Buy	306,641 +247,720	+420%	+$34.2M	1.35%	20
2024 Q1	$7.95M	Buy	58,921 +569	+1%	+$74.1K	1.55%	17
2023 Q4	$7.16M	Buy	58,352 +19,511	+50%	+$2.21M	1.54%	17
2023 Q3	$4.07M	Sell	38,841 -32,504	-46%	-$3.53M	1.01%	28
2023 Q2	$7.77M	Buy	71,345 +1,259	+2%	+$124K	1.92%	13
2023 Q1	$6.5M	Buy	+70,086	New	+$5.88M	1.34%	18
2022 Q1	–	Sell	-2,067	Closed	-$237	–	169
2021 Q4	$237	Buy	2,067 +962	+87%	+$107K	0.01%	142
2021 Q3	$112K	Buy	+1,105	New	+$115K	0.04%	272

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 $6.46B AUM 18.45% 1-Year Est. Return

Liberty Wealth Management's IYW Position: Q1 2026 in Review

Liberty Wealth Management reduced its iShares US Technology ETF (IYW) stake by 34% in Q1 2026, selling an estimated $2.93M and leaving 28,877 shares worth $5.25M. The position accounts for 0.66% of the portfolio, ranked #38.

Liberty Wealth Management first reported a position in IYW in Q3 2021 and has held it in 15 quarters since. The position peaked at $8.8M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Liberty Wealth Management held 28,877 shares of iShares US Technology ETF worth $5.25M as of Q1 2026.
Liberty Wealth Management sold 15,187 iShares US Technology ETF shares in Q1 2026, an estimated $2.93M.
iShares US Technology ETF made up 0.66% of Liberty Wealth Management's portfolio in Q1 2026, its #38 holding.
Liberty Wealth Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 15 quarters since.
Liberty Wealth Management's iShares US Technology ETF position peaked at $8.8M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.