Madrona Financial Services’s iShares US Technology ETF IYW Stock Holding History

Madrona Financial Services’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	-1,160	Closed	-$232K	–	134
2025 Q4	$232K	Buy	+1,160	New	+$232K	0.05%	111
2025 Q1	–	Sell	-33,675	Closed	-$5.37M	–	113
2024 Q4	$5.37M	Buy	33,675 +1,897	+6%	+$300K	1.46%	15
2024 Q3	$4.82M	Buy	31,778 +1,285	+4%	+$189K	1.34%	22
2024 Q2	$4.59M	Buy	30,493 +4,862	+19%	+$672K	1.41%	21
2024 Q1	$3.46M	Buy	25,631 +1,559	+6%	+$203K	1.21%	22
2023 Q4	$2.95M	Buy	24,072 +7,233	+43%	+$819K	1.17%	21
2023 Q3	$1.77M	Buy	16,839 +9,712	+136%	+$1.06M	0.81%	29
2023 Q2	$776K	Buy	+7,127	New	+$700K	0.38%	47

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

Madrona Financial Services's IYW Position: Q1 2026 in Review

Madrona Financial Services sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,160 shares — an estimated $232K sold.

Madrona Financial Services first reported a position in IYW in Q2 2023 and held it in 8 quarters. The position peaked at $5.37M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Madrona Financial Services reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Madrona Financial Services sold 1,160 iShares US Technology ETF shares in Q1 2026, an estimated $232K.
Madrona Financial Services first reported a position in iShares US Technology ETF in Q2 2023 and held it in 8 quarters.
Madrona Financial Services's iShares US Technology ETF position peaked at $5.37M in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Madrona Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.