Mill Creek Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Mill Creek Capital 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	$695K	Buy	3,829 +1	+0%	+$193	0.01%	140
2025 Q4	$764K	Hold	3,828	–	–	0.02%	133
2025 Q3	$750K	Hold	3,828	–	–	0.02%	134
2025 Q2	$663K	Buy	3,828 +1	+0%	+$152	0.01%	136
2025 Q1	$538K	Hold	3,827	–	–	0.01%	150
2024 Q4	$610K	Hold	3,827	–	–	0.01%	149
2024 Q3	$580K	Hold	3,827	–	–	0.01%	153
2024 Q2	$576K	Buy	3,827 +270	+8%	+$37.3K	0.01%	155
2024 Q1	$480K	Buy	3,557 +725	+26%	+$94.4K	0.01%	157
2023 Q4	$348K	Hold	2,832	–	–	0.01%	177
2023 Q3	$297K	Hold	2,832	–	–	0.01%	179
2023 Q2	$308K	Hold	2,832	–	–	0.01%	192
2023 Q1	$263K	Hold	2,832	–	–	0.01%	203
2022 Q4	$211K	Buy	+2,832	New	+$217K	0.01%	212

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mill Creek Capital Advisors's IYW Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares US Technology ETF (IYW) stake by 0.03% in Q1 2026, buying an estimated $193 and bringing the position to 3,829 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #140.

Mill Creek Capital Advisors first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $764K in Q4 2025. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Mill Creek Capital Advisors held 3,829 shares of iShares US Technology ETF worth $695K as of Q1 2026.
Mill Creek Capital Advisors bought 1 iShares US Technology ETF share in Q1 2026, an estimated $193.
iShares US Technology ETF made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #140 holding.
Mill Creek Capital Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares US Technology ETF position peaked at $764K in Q4 2025.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.