MTM Investment Management’s iShares US Technology ETF IYW Stock Holding History

MTM Investment Management’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	$109K	Hold	600	–	–	0.03%	253
2025 Q4	$120K	Hold	600	–	–	0.04%	246
2025 Q3	$118K	Hold	600	–	–	0.04%	250
2025 Q2	$104K	Hold	600	–	–	0.03%	258
2025 Q1	$85.1K	Sell	600 -7	-1%	-$1.09K	0.03%	213
2024 Q4	$96.8K	Hold	607	–	–	0.04%	208
2024 Q3	$92.1K	Hold	607	–	–	0.04%	214
2024 Q2	$91.4K	Hold	607	–	–	0.04%	206
2024 Q1	$82K	Hold	607	–	–	0.03%	209
2023 Q4	$74.5K	Hold	607	–	–	0.03%	202
2023 Q3	$63.7K	Hold	607	–	–	0.03%	198
2023 Q2	$66.1K	Hold	607	–	–	0.03%	207
2023 Q1	$56.3K	Sell	607 -380	-39%	-$31.9K	0.03%	213
2022 Q4	$73.5K	Sell	987 -120	-11%	-$9.18K	0.04%	203
2022 Q3	$81K	Sell	1,107 -600	-35%	-$50.9K	0.05%	197
2022 Q2	$136K	Hold	1,707	–	–	0.07%	184
2022 Q1	$176K	Sell	1,707 -193	-10%	-$19.7K	0.09%	186
2021 Q4	$218K	Hold	1,900	–	–	0.1%	176
2021 Q3	$192K	Hold	1,900	–	–	0.1%	169
2021 Q2	$189K	Hold	1,900	–	–	0.1%	167
2021 Q1	$167K	Hold	1,900	–	–	0.09%	161
2020 Q4	$162K	Buy	+1,900	New	+$152K	0.1%	149

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

MTM Investment Management's IYW Position: Q1 2026 in Review

MTM Investment Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 600 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #253.

MTM Investment Management first reported a position in IYW in Q4 2020 and has held it in 22 quarters since. The position peaked at $218K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

MTM Investment Management held 600 shares of iShares US Technology ETF worth $109K as of Q1 2026.
MTM Investment Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.03% of MTM Investment Management's portfolio in Q1 2026, its #253 holding.
MTM Investment Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 22 quarters since.
MTM Investment Management's iShares US Technology ETF position peaked at $218K in Q4 2021.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.