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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
2019
Q4 		– Sell
-52,000
Closed -$27K – 663
2019
Q3 		$27K Buy
+52,000
New +$2.64M ﹤0.01% 640

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

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. 1,174 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.
  • 1,174 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.