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Moors & Cabot’s iShares US Technology ETF IYW Stock Holding History

Moors & Cabot’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 		$1.38M Buy
7,612
+269
+4% +$52K 0.06% 289
2025
Q4 		$1.47M Buy
7,343
+344
+5% +$68.8K 0.06% 273
2025
Q3 		$1.37M Sell
6,999
-1,097
-14% -$201K 0.06% 286
2025
Q2 		$1.4M Sell
8,096
-87
-1% -$13.2K 0.07% 264
2025
Q1 		$1.15M Buy
8,183
+56
+0.7% +$8.72K 0.06% 290
2024
Q4 		$1.3M Buy
8,127
+5,485
+208% +$868K 0.06% 274
2024
Q3 		$401K Sell
2,642
-4,035
-60% -$593K 0.02% 563
2024
Q2 		$1M Buy
6,677
+880
+15% +$122K 0.05% 307
2024
Q1 		$783K Buy
5,797
+3,824
+194% +$498K 0.04% 360
2023
Q4 		$242K Buy
+1,973
New +$223K 0.02% 693
2023
Q3 		– Sell
-1,914
Closed -$208K – 853
2023
Q2 		$208K Buy
+1,914
New +$188K 0.01% 735
2023
Q1 		– Sell
-2,972
Closed -$221K – 908
2022
Q4 		$221K Buy
+2,972
New +$227K 0.02% 702
2022
Q3 		– Sell
-2,536
Closed -$203K – 851
2022
Q2 		$203K Hold
2,536
– – 0.01% 698
2022
Q1 		$261K Sell
2,536
-56
-2% -$5.72K 0.02% 682
2021
Q4 		$298K Sell
2,592
-50
-2% -$5.55K 0.02% 637
2021
Q3 		$267K Sell
2,642
-20
-0.8% -$2.09K 0.02% 641
2021
Q2 		$265K Buy
2,662
+37
+1% +$3.45K 0.02% 613
2021
Q1 		$230K Sell
2,625
-1,035
-28% -$90.7K 0.02% 634
2020
Q4 		$312K Hold
3,660
– – 0.03% 515
2020
Q3 		$275K Sell
3,660
-284
-7% -$20.7K 0.03% 496
2020
Q2 		$266K Buy
+3,944
New +$238K 0.03% 482
2020
Q1 		– Sell
-3,964
Closed -$228K – 649
2019
Q4 		$228K Buy
3,964
+200
+5% +$10.9K 0.02% 526
2019
Q3 		$193K Buy
+3,764
New +$191K 0.02% 554
2018
Q3 		– Sell
-5,656
Closed -$253K – 594
2018
Q2 		$253K Buy
5,656
+612
+12% +$27.1K 0.03% 458
2018
Q1 		$212K Buy
+5,044
New +$217K 0.03% 524

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Moors & Cabot's IYW Position: Q1 2026 in Review

Moors & Cabot increased its iShares US Technology ETF (IYW) stake by 3.7% in Q1 2026, buying an estimated $52K and bringing the position to 7,612 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #289.

Moors & Cabot first reported a position in IYW in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.47M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Moors & Cabot held 7,612 shares of iShares US Technology ETF worth $1.38M as of Q1 2026.
  • Moors & Cabot bought 269 iShares US Technology ETF shares in Q1 2026, an estimated $52K.
  • iShares US Technology ETF made up 0.06% of Moors & Cabot's portfolio in Q1 2026, its #289 holding.
  • Moors & Cabot first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 25 quarters since.
  • Moors & Cabot's iShares US Technology ETF position peaked at $1.47M in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.