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MB, Levis & Associates’s iShares US Technology ETF IYW Stock Holding History

MB, Levis & Associates’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
-30
Closed -$5.99K – 246
2025
Q4 		$5.99K Buy
+30
New +$6K ﹤0.01% 179

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MB, Levis & Associates's IYW Position: Q1 2026 in Review

MB, Levis & Associates sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 30 shares — an estimated $5.99K sold.

MB, Levis & Associates first reported a position in IYW in Q4 2025 and held it in 1 quarter. The position peaked at $5.99K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • MB, Levis & Associates reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 30 iShares US Technology ETF shares in Q1 2026, an estimated $5.99K.
  • MB, Levis & Associates first reported a position in iShares US Technology ETF in Q4 2025 and held it in 1 quarter.
  • MB, Levis & Associates's iShares US Technology ETF position peaked at $5.99K in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.