Medallion Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Medallion Wealth 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	$106K	Hold	584	–	–	0.03%	344
2025 Q4	$117K	Buy	584 +16	+3%	+$3.2K	0.04%	334
2025 Q3	$111K	Hold	568	–	–	0.04%	337
2025 Q2	$98.3K	Hold	568	–	–	0.04%	349
2025 Q1	$79.9K	Hold	568	–	–	0.04%	347
2024 Q4	$81.2K	Buy	+568	New	+$89.9K	0.04%	333

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

Medallion Wealth Advisors's IYW Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 584 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #344.

Medallion Wealth Advisors first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $117K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Medallion Wealth Advisors held 584 shares of iShares US Technology ETF worth $106K as of Q1 2026.
Medallion Wealth Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #344 holding.
Medallion Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares US Technology ETF position peaked at $117K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.