Marco Investment Management’s iShares US Technology ETF IYW Stock Holding History

Marco Investment 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	$308K	Hold	1,700	–	–	0.02%	176
2025 Q4	$339K	Hold	1,700	–	–	0.03%	168
2025 Q3	$333K	Hold	1,700	–	–	0.03%	166
2025 Q2	$295K	Hold	1,700	–	–	0.02%	176
2025 Q1	$239K	Hold	1,700	–	–	0.02%	188
2024 Q4	$271K	Hold	1,700	–	–	0.02%	180
2024 Q3	$258K	Hold	1,700	–	–	0.02%	189
2024 Q2	$256K	Hold	1,700	–	–	0.02%	182
2024 Q1	$230K	Hold	1,700	–	–	0.02%	195
2023 Q4	$209K	Buy	+1,700	New	+$193K	0.02%	199
2022 Q2	–	Sell	-2,000	Closed	-$206K	–	205
2022 Q1	$206K	Hold	2,000	–	–	0.02%	200
2021 Q4	$230K	Hold	2,000	–	–	0.02%	201
2021 Q3	$203K	Buy	+2,000	New	+$209K	0.02%	210

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 $7.56B AUM 23.82% 1-Year Est. Return

Marco Investment Management's IYW Position: Q1 2026 in Review

Marco Investment Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,700 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #176.

Marco Investment Management first reported a position in IYW in Q3 2021 and has held it in 13 quarters since. The position peaked at $339K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Marco Investment Management held 1,700 shares of iShares US Technology ETF worth $308K as of Q1 2026.
Marco Investment Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #176 holding.
Marco Investment Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 13 quarters since.
Marco Investment Management's iShares US Technology ETF position peaked at $339K in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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