Montis Financial’s iShares US Technology ETF IYW Stock Holding History

Montis 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	$2.25M	Sell	12,388 -485	-4%	-$93.7K	0.46%	36
2025 Q4	$2.57M	Sell	12,873 -257	-2%	-$51.4K	0.51%	35
2025 Q3	$2.57M	Sell	13,130 -2,070	-14%	-$379K	0.59%	34
2025 Q2	$2.63M	Sell	15,200 -2,053	-12%	-$311K	0.73%	24
2025 Q1	$2.42M	Buy	17,253 +500	+3%	+$77.9K	0.71%	25
2024 Q4	$2.67M	Sell	16,753 -3,190	-16%	-$505K	0.83%	22
2024 Q3	$3.02M	Buy	+19,943	New	+$2.93M	1.07%	20

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

Montis Financial's IYW Position: Q1 2026 in Review

Montis Financial reduced its iShares US Technology ETF (IYW) stake by 3.8% in Q1 2026, selling an estimated $93.7K and leaving 12,388 shares worth $2.25M. The position accounts for 0.46% of the portfolio, ranked #36.

Montis Financial first reported a position in IYW in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Montis Financial held 12,388 shares of iShares US Technology ETF worth $2.25M as of Q1 2026.
Montis Financial sold 485 iShares US Technology ETF shares in Q1 2026, an estimated $93.7K.
iShares US Technology ETF made up 0.46% of Montis Financial's portfolio in Q1 2026, its #36 holding.
Montis Financial first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 7 quarters since.
Montis Financial's iShares US Technology ETF position peaked at $3.02M in Q3 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.