MCF Advisors’s iShares US Technology ETF IYW Stock Holding History

MCF Advisors’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	$56.6K	Hold	312	–	–	﹤0.01%	591
2025 Q4	$62.3K	Buy	312 +237	+316%	+$47.4K	﹤0.01%	477
2025 Q3	$14.7K	Hold	75	–	–	﹤0.01%	633
2025 Q2	$13K	Sell	75 -6	-7%	-$910	﹤0.01%	611
2025 Q1	$11.4K	Sell	81 -10	-11%	-$1.56K	﹤0.01%	630
2024 Q4	$14.5K	Sell	91 -34	-27%	-$5.38K	﹤0.01%	606
2024 Q3	$19K	Buy	+125	New	+$18.4K	﹤0.01%	559

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

MCF Advisors's IYW Position: Q1 2026 in Review

MCF Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 312 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

MCF Advisors first reported a position in IYW in Q3 2024 and has held it in 7 quarters since. The position peaked at $62.3K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

MCF Advisors held 312 shares of iShares US Technology ETF worth $56.6K as of Q1 2026.
MCF Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #591 holding.
MCF Advisors first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 7 quarters since.
MCF Advisors's iShares US Technology ETF position peaked at $62.3K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.