Marshall Wace’s iShares US Technology ETF IYW Stock Holding History

Marshall Wace’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	$12.3M	Buy	+68,023	New	+$13.1M	0.01%	882
2025 Q3	–	Sell	-155,464	Closed	-$26.9M	–	3138
2025 Q2	$26.9M	Buy	+155,464	New	+$23.6M	0.03%	477
2024 Q3	–	Sell	-7,845	Closed	-$1.18M	–	2740
2024 Q2	$1.18M	Sell	7,845 -79,797	-91%	-$11M	﹤0.01%	1614
2024 Q1	$11.8M	Buy	+87,642	New	+$11.4M	0.02%	692
2022 Q1	–	Sell	-377	Closed	-$44K	–	3670
2021 Q4	$44K	Sell	377 -4,361	-92%	-$484K	﹤0.01%	3584
2021 Q3	$480K	Buy	+4,738	New	+$494K	﹤0.01%	2409
2020 Q1	–	Sell	-896	Closed	-$52K	–	1853
2019 Q4	$52K	Sell	896 -1,816	-67%	-$98.8K	﹤0.01%	1540
2019 Q3	$138K	Buy	+2,712	New	+$138K	﹤0.01%	1346

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

Marshall Wace's IYW Position: Q1 2026 in Review

Marshall Wace opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 68,023 shares worth $12.3M. The stake represents 0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: Marshall Wace previously reported a position in IYW as recently as Q2 2025.

Marshall Wace first reported a position in IYW in Q3 2019 and has held it in 8 quarters since. The position peaked at $26.9M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Marshall Wace held 68,023 shares of iShares US Technology ETF worth $12.3M as of Q1 2026.
iShares US Technology ETF was a new Marshall Wace position in Q1 2026.
iShares US Technology ETF made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #882 holding.
Marshall Wace first reported a position in iShares US Technology ETF in Q3 2019 and has held it in 8 quarters since.
Marshall Wace's iShares US Technology ETF position peaked at $26.9M in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.