LPL Financial
IYW icon

LPL Financial’s iShares US Technology ETF IYW Stock Holding History

LPL Financial’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 		$552M Sell
3,040,202
-551,591
-15% -$107M 0.15% 140
2025
Q4 		$717M Sell
3,591,793
-10,056
-0.3% -$2.01M 0.2% 105
2025
Q3 		$705M Sell
3,601,849
-1,814,161
-33% -$332M 0.21% 104
2025
Q2 		$938M Buy
5,416,010
+80,250
+2% +$12.2M 0.31% 63
2025
Q1 		$749M Buy
5,335,760
+224,438
+4% +$35M 0.29% 70
2024
Q4 		$815M Buy
5,111,322
+977,883
+24% +$155M 0.33% 64
2024
Q3 		$627M Buy
4,133,439
+116,614
+3% +$17.1M 0.28% 77
2024
Q2 		$605M Buy
4,016,825
+196,745
+5% +$27.2M 0.3% 72
2024
Q1 		$516M Buy
3,820,080
+410,347
+12% +$53.4M 0.28% 79
2023
Q4 		$419M Buy
3,409,733
+728,703
+27% +$82.5M 0.25% 85
2023
Q3 		$281M Sell
2,681,030
-1,303,137
-33% -$142M 0.2% 108
2023
Q2 		$434M Sell
3,984,167
-85,416
-2% -$8.39M 0.31% 70
2023
Q1 		$378M Buy
4,069,583
+910,521
+29% +$76.4M 0.29% 74
2022
Q4 		$235M Buy
3,159,062
+1,758,542
+126% +$135M 0.2% 108
2022
Q3 		$103M Sell
1,400,520
-182,752
-12% -$15.5M 0.1% 187
2022
Q2 		$127M Buy
1,583,272
+80,569
+5% +$7.13M 0.12% 161
2022
Q1 		$155M Sell
1,502,703
-46,245
-3% -$4.72M 0.13% 145
2021
Q4 		$178M Buy
1,548,948
+109,561
+8% +$12.2M 0.15% 131
2021
Q3 		$146M Buy
1,439,387
+234,390
+19% +$24.5M 0.14% 141
2021
Q2 		$120M Buy
1,204,997
+43,686
+4% +$4.07M 0.12% 161
2021
Q1 		$102M Buy
1,161,311
+9,506
+0.8% +$833K 0.12% 166
2020
Q4 		$98M Buy
1,151,805
+10,509
+0.9% +$840K 0.13% 150
2020
Q3 		$85.9M Buy
1,141,296
+8,808
+0.8% +$643K 0.13% 154
2020
Q2 		$76.4M Buy
1,132,488
+67,548
+6% +$4.08M 0.13% 147
2020
Q1 		$54.4M Buy
1,064,940
+24,652
+2% +$1.43M 0.12% 161
2019
Q4 		$60.5M Buy
1,040,288
+81,980
+9% +$4.46M 0.11% 172
2019
Q3 		$48.9M Buy
958,308
+42,040
+5% +$2.14M 0.1% 181
2019
Q2 		$45.3M Sell
916,268
-24,912
-3% -$1.22M 0.1% 186
2019
Q1 		$44.8M Sell
941,180
-92,632
-9% -$4.12M 0.1% 181
2018
Q4 		$41.3M Sell
1,033,812
-127,340
-11% -$5.51M 0.11% 166
2018
Q3 		$56.3M Buy
1,161,152
+77,420
+7% +$3.66M 0.14% 134
2018
Q2 		$48.3M Sell
1,083,732
-1,648
-0.2% -$72.9K 0.13% 144
2018
Q1 		$45.6M Sell
1,085,380
-182,932
-14% -$7.88M 0.13% 144
2017
Q4 		$51.6M Sell
1,268,312
-26,836
-2% -$1.08M 0.16% 120
2017
Q3 		$48.5M Sell
1,295,148
-32,116
-2% -$1.18M 0.17% 114
2017
Q2 		$46.4M Buy
1,327,264
+176,660
+15% +$6.19M 0.18% 113
2017
Q1 		$38.8M Buy
1,150,604
+186,888
+19% +$6.07M 0.26% 56
2016
Q4 		$29.2M Sell
963,716
-287,820
-23% -$8.58M 0.22% 71
2016
Q3 		$37.1M Buy
1,251,536
+402,020
+47% +$11.5M 0.35% 53
2016
Q2 		$22.3M Sell
849,516
-976,952
-53% -$25.8M 0.19% 85
2016
Q1 		$49.2M Sell
1,826,468
-332,192
-15% -$8.39M 0.14% 148
2015
Q4 		$56.6M Buy
2,158,660
+1,272,208
+144% +$34.3M 0.16% 129
2015
Q3 		$22.7M Sell
886,452
-212,000
-19% -$5.48M 0.13% 155
2015
Q2 		$28.8M Buy
1,098,452
+344,092
+46% +$9.28M 0.15% 147
2015
Q1 		$19.7M Sell
754,360
-597,812
-44% -$15.7M 0.1% 184
2014
Q4 		$35.3M Sell
1,352,172
-295,740
-18% -$7.54M 0.19% 105
2014
Q3 		$40.8M Sell
1,647,912
-218,588
-12% -$5.46M 0.24% 82
2014
Q2 		$45.2M Buy
1,866,500
+113,020
+6% +$2.61M 0.26% 74
2014
Q1 		$39.9M Buy
1,753,480
+837,292
+91% +$18.7M 0.25% 80
2013
Q4 		$20.3M Buy
916,188
+70,688
+8% +$1.47M 0.13% 157
2013
Q3 		$16.9M Sell
845,500
-29,728
-3% -$577K 0.11% 169
2013
Q2 		$16.1M Buy
+875,228
New +$16.3M 0.12% 161

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
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 $6.46B AUM 18.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LPL Financial's IYW Position: Q1 2026 in Review

LPL Financial reduced its iShares US Technology ETF (IYW) stake by 15% in Q1 2026, selling an estimated $107M and leaving 3,040,202 shares worth $552M. The position accounts for 0.15% of the portfolio, ranked #140.

LPL Financial first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. The position peaked at $938M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • LPL Financial held 3,040,202 shares of iShares US Technology ETF worth $552M as of Q1 2026.
  • LPL Financial sold 551,591 iShares US Technology ETF shares in Q1 2026, an estimated $107M.
  • iShares US Technology ETF made up 0.15% of LPL Financial's portfolio in Q1 2026, its #140 holding.
  • LPL Financial first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares US Technology ETF position peaked at $938M in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.