M3 Advisory Group’s iShares US Technology ETF IYW Stock Holding History

M3 Advisory Group’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	$1.27M	Buy	6,977 +5	+0.1%	+$966	0.78%	29
2025 Q4	$1.39M	Sell	6,972 -46	-0.7%	-$9.2K	0.85%	28
2025 Q3	$1.37M	Sell	7,018 -74	-1%	-$13.5K	0.86%	26
2025 Q2	$1.23M	Sell	7,092 -102	-1%	-$15.5K	0.85%	26
2025 Q1	$1.01M	Sell	7,194 -59	-0.8%	-$9.19K	0.8%	25
2024 Q4	$1.16M	Sell	7,253 -80	-1%	-$12.7K	0.83%	27
2024 Q3	$1.11M	Sell	7,333 -149	-2%	-$21.9K	0.82%	26
2024 Q2	$1.13M	Sell	7,482 -82	-1%	-$11.3K	0.93%	24
2024 Q1	$1.02M	Sell	7,564 -59	-0.8%	-$7.68K	0.93%	26
2023 Q4	$936K	Buy	+7,623	New	+$863K	1.1%	25

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

M3 Advisory Group's IYW Position: Q1 2026 in Review

M3 Advisory Group increased its iShares US Technology ETF (IYW) stake by 0.07% in Q1 2026, buying an estimated $966 and bringing the position to 6,977 shares worth $1.27M. The position accounts for 0.78% of the portfolio, ranked #29.

M3 Advisory Group first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

M3 Advisory Group held 6,977 shares of iShares US Technology ETF worth $1.27M as of Q1 2026.
M3 Advisory Group bought 5 iShares US Technology ETF shares in Q1 2026, an estimated $966.
iShares US Technology ETF made up 0.78% of M3 Advisory Group's portfolio in Q1 2026, its #29 holding.
M3 Advisory Group first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's iShares US Technology ETF position peaked at $1.39M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.