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Mount Yale Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Mount Yale Investment Advisors’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 		$1.33M Buy
+7,316
New +$1.41M 0.03% 460
2025
Q4 		– Sell
-2,565
Closed -$502K – 765
2025
Q3 		$502K Sell
2,565
-9,956
-80% -$1.82M 0.04% 417
2025
Q2 		$2.17M Sell
12,521
-2,390
-16% -$362K 0.17% 123
2025
Q1 		$2.09M Buy
14,911
+414
+3% +$64.5K 0.18% 114
2024
Q4 		$2.31M Sell
14,497
-2,370
-14% -$375K 0.19% 107
2024
Q3 		$2.56M Sell
16,867
-2,745
-14% -$404K 0.25% 96
2024
Q2 		$2.95M Sell
19,612
-2,026
-9% -$280K 0.23% 88
2024
Q1 		$2.92M Buy
21,638
+3,255
+18% +$424K 0.22% 97
2023
Q4 		$2.26M Buy
18,383
+3,899
+27% +$442K 0.21% 108
2023
Q3 		$1.52M Sell
14,484
-12,774
-47% -$1.39M 0.17% 134
2023
Q2 		$2.97M Buy
27,258
+814
+3% +$79.9K 0.31% 73
2023
Q1 		$2.45M Buy
26,444
+6,328
+31% +$531K 0.28% 86
2022
Q4 		$1.5M Buy
+20,116
New +$1.54M 0.17% 137
2022
Q2 		– Sell
-2,405
Closed -$248K – 476
2022
Q1 		$248K Sell
2,405
-107
-4% -$10.9K 0.03% 410
2021
Q4 		$288K Hold
2,512
– – 0.03% 384
2021
Q3 		$254K Buy
+2,512
New +$262K 0.03% 391

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

Mount Yale Investment Advisors's IYW Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 7,316 shares worth $1.33M. The stake represents 0.03% of the portfolio and ranks #460 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IYW as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in IYW in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.97M in Q2 2023. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Mount Yale Investment Advisors held 7,316 shares of iShares US Technology ETF worth $1.33M as of Q1 2026.
  • iShares US Technology ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares US Technology ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #460 holding.
  • Mount Yale Investment Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's iShares US Technology ETF position peaked at $2.97M in Q2 2023.
  • 1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.