Michels Family Financial’s iShares US Technology ETF IYW Stock Holding History

Michels Family Financial’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	$537K	Sell	2,958 -34	-1%	-$6.57K	0.39%	83
2025 Q4	$597K	Sell	2,992 -47	-2%	-$9.4K	0.44%	76
2025 Q3	$595K	Sell	3,039 -209	-6%	-$38.2K	0.46%	68
2025 Q2	$563K	Sell	3,248 -189	-5%	-$28.6K	0.48%	73
2025 Q1	$483K	Sell	3,437 -19	-0.5%	-$2.96K	0.44%	79
2024 Q4	$551K	Buy	+3,456	New	+$547K	0.5%	68

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

Michels Family Financial's IYW Position: Q1 2026 in Review

Michels Family Financial reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q1 2026, selling an estimated $6.57K and leaving 2,958 shares worth $537K. The position accounts for 0.39% of the portfolio, ranked #83.

Michels Family Financial first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $597K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Michels Family Financial held 2,958 shares of iShares US Technology ETF worth $537K as of Q1 2026.
Michels Family Financial sold 34 iShares US Technology ETF shares in Q1 2026, an estimated $6.57K.
iShares US Technology ETF made up 0.39% of Michels Family Financial's portfolio in Q1 2026, its #83 holding.
Michels Family Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's iShares US Technology ETF position peaked at $597K in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.