M1 Capital Management’s iShares US Technology ETF IYW Stock Holding History

M1 Capital 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	–	Sell	-12,676	Closed	-$2.53M	–	115
2025 Q4	$2.53M	Sell	12,676 -1,331	-10%	-$266K	1.06%	28
2025 Q3	$2.74M	Sell	14,007 -299	-2%	-$54.7K	1.18%	25
2025 Q2	$2.48M	Sell	14,306 -2,810	-16%	-$426K	1.25%	24
2025 Q1	$2.4M	Sell	17,116 -863	-5%	-$134K	1.5%	14
2024 Q4	$2.87M	Buy	+17,979	New	+$2.84M	1.55%	17

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

M1 Capital Management's IYW Position: Q1 2026 in Review

M1 Capital Management sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 12,676 shares — an estimated $2.53M sold.

M1 Capital Management first reported a position in IYW in Q4 2024 and held it in 5 quarters. The position peaked at $2.87M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

M1 Capital Management reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
M1 Capital Management sold 12,676 iShares US Technology ETF shares in Q1 2026, an estimated $2.53M.
M1 Capital Management first reported a position in iShares US Technology ETF in Q4 2024 and held it in 5 quarters.
M1 Capital Management's iShares US Technology ETF position peaked at $2.87M in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.