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
2024
Q3 		– Sell
-4,000
Closed -$602K – 5238
2024
Q2 		$602K Buy
+4,000
New +$553K ﹤0.01% 3705
2024
Q1 		– Sell
-21,600
Closed -$2.65M – 4979
2023
Q4 		$2.65M Buy
+21,600
New +$2.45M ﹤0.01% 2169

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.