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Money Concepts Capital’s iShares US Technology ETF IYW Stock Holding History

Money Concepts Capital’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 		$3.6M Buy
19,855
+7,152
+56% +$1.38M 0.2% 114
2025
Q4 		$2.54M Buy
12,703
+746
+6% +$149K 0.14% 140
2025
Q3 		$2.34M Buy
11,957
+9,913
+485% +$1.81M 0.14% 143
2025
Q2 		$354K Hold
2,044
– – 0.02% 347
2025
Q1 		$287K Sell
2,044
-4
-0.2% -$623 0.02% 361
2024
Q4 		$327K Sell
2,048
-177
-8% -$28K 0.02% 339
2024
Q3 		$337K Buy
2,225
+6
+0.3% +$882 0.03% 328
2024
Q2 		$334K Sell
2,219
-25
-1% -$3.46K 0.03% 319
2024
Q1 		$303K Sell
2,244
-16
-0.7% -$2.08K 0.03% 333
2023
Q4 		$277K Buy
2,260
+21
+0.9% +$2.38K 0.03% 341
2023
Q3 		$235K Sell
2,239
-80
-3% -$8.7K 0.02% 322
2023
Q2 		$252K Sell
2,319
-7,913
-77% -$777K 0.03% 324
2023
Q1 		$147K Buy
10,232
+4,730
+86% +$397K 0.01% 424
2022
Q4 		$410K Sell
5,502
-300
-5% -$23K 0.02% 482
2022
Q3 		$426K Sell
5,802
-602
-9% -$51K 0.03% 314
2022
Q2 		$512K Sell
6,404
-4,667
-42% -$413K 0.05% 278
2022
Q1 		$1.14M Buy
11,071
+4,467
+68% +$456K 0.06% 276
2021
Q4 		$758K Buy
+6,604
New +$733K 0.06% 240
2021
Q1 		$220K Sell
2,510
-30
-1% -$2.63K 0.02% 458
2020
Q4 		$216K Buy
+2,540
New +$203K 0.02% 399

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Money Concepts Capital's IYW Position: Q1 2026 in Review

Money Concepts Capital increased its iShares US Technology ETF (IYW) stake by 56% in Q1 2026, buying an estimated $1.38M and bringing the position to 19,855 shares worth $3.6M. The position accounts for 0.2% of the portfolio, ranked #114.

Money Concepts Capital first reported a position in IYW in Q4 2020 and has held it in 20 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Money Concepts Capital held 19,855 shares of iShares US Technology ETF worth $3.6M as of Q1 2026.
  • Money Concepts Capital bought 7,152 iShares US Technology ETF shares in Q1 2026, an estimated $1.38M.
  • iShares US Technology ETF made up 0.2% of Money Concepts Capital's portfolio in Q1 2026, its #114 holding.
  • Money Concepts Capital first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.