MA Private Wealth’s iShares US Technology ETF IYW Stock Holding History

MA Private Wealth’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	$7.84M	Sell	43,204 -464	-1%	-$89.7K	1.33%	21
2025 Q4	$8.72M	Sell	43,668 -75,921	-63%	-$15.2M	1.45%	21
2025 Q3	$23.4M	Sell	119,589 -555	-0.5%	-$102K	3.94%	8
2025 Q2	$20.8M	Buy	120,144 +778	+0.7%	+$118K	3.72%	8
2025 Q1	$16.8M	Buy	119,366 +1,277	+1%	+$199K	3.15%	10
2024 Q4	$18.8M	Buy	118,089 +1,000	+0.9%	+$158K	3.52%	10
2024 Q3	$17.8M	Sell	117,089 -6,574	-5%	-$967K	3.32%	10
2024 Q2	$18.6M	Sell	123,663 -1,240	-1%	-$171K	3.68%	9
2024 Q1	$16.9M	Sell	124,903 -1,089	-0.9%	-$142K	3.42%	8
2023 Q4	$15.5M	Buy	125,992 +34,738	+38%	+$3.93M	3.3%	8
2023 Q3	$9.57M	Sell	91,254 -40,271	-31%	-$4.38M	2.26%	11
2023 Q2	$14.3M	Sell	131,525 -820	-0.6%	-$80.5K	3.32%	6
2023 Q1	$12.3M	Buy	132,345 +15,188	+13%	+$1.27M	2.99%	6
2022 Q4	$8.73M	Buy	+117,157	New	+$8.96M	2.1%	13

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

MA Private Wealth's IYW Position: Q1 2026 in Review

MA Private Wealth reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q1 2026, selling an estimated $89.7K and leaving 43,204 shares worth $7.84M. The position accounts for 1.33% of the portfolio, ranked #21.

MA Private Wealth first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.4M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

MA Private Wealth held 43,204 shares of iShares US Technology ETF worth $7.84M as of Q1 2026.
MA Private Wealth sold 464 iShares US Technology ETF shares in Q1 2026, an estimated $89.7K.
iShares US Technology ETF made up 1.33% of MA Private Wealth's portfolio in Q1 2026, its #21 holding.
MA Private Wealth first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
MA Private Wealth's iShares US Technology ETF position peaked at $23.4M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.