Morton Brown Family Wealth’s iShares US Technology ETF IYW Stock Holding History

Morton Brown Family Wealth’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	$82K	Buy	+452	New	+$87.3K	0.02%	94
2025 Q2	–	Sell	-18	Closed	-$2.53K	–	332
2025 Q1	$2.53K	Hold	18	–	–	﹤0.01%	268
2024 Q4	$2.87K	Hold	18	–	–	﹤0.01%	220
2024 Q3	$2.73K	Buy	+18	New	+$2.65K	﹤0.01%	217
2024 Q1	–	Sell	-600	Closed	-$73.7K	–	264
2023 Q4	$73.7K	Buy	+600	New	+$68K	0.03%	82
2023 Q2	–	Sell	-10	Closed	-$928	–	244
2023 Q1	$928	Buy	+10	New	+$839	﹤0.01%	271
2022 Q2	–	Sell	-600	Closed	-$62K	–	288
2022 Q1	$62K	Buy	+600	New	+$61.3K	0.05%	64

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

Morton Brown Family Wealth's IYW Position: Q1 2026 in Review

Morton Brown Family Wealth opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 452 shares worth $82K. The stake represents 0.02% of the portfolio and ranks #94 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in IYW as recently as Q1 2025.

Morton Brown Family Wealth first reported a position in IYW in Q1 2022 and has held it in 7 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Morton Brown Family Wealth held 452 shares of iShares US Technology ETF worth $82K as of Q1 2026.
iShares US Technology ETF was a new Morton Brown Family Wealth position in Q1 2026.
iShares US Technology ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q1 2026, its #94 holding.
Morton Brown Family Wealth first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 7 quarters since.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.