Oak Harbor Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Oak Harbor Wealth Partners’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	$62.4K	Hold	344	–	–	0.01%	219
2025 Q4	$68.7K	Sell	344 -50	-13%	-$10K	0.02%	215
2025 Q3	$77.2K	Hold	394	–	–	0.02%	212
2025 Q2	$68.3K	Hold	394	–	–	0.02%	210
2025 Q1	$55.3K	Hold	394	–	–	0.02%	217
2024 Q4	$62.9K	Hold	394	–	–	0.02%	192
2024 Q3	$59.7K	Hold	394	–	–	0.02%	187
2024 Q2	$59.3K	Hold	394	–	–	0.02%	185
2024 Q1	$53.2K	Hold	394	–	–	0.02%	192
2023 Q4	$48.4K	Sell	394 -50	-11%	-$5.66K	0.02%	191
2023 Q3	$46.6K	Hold	444	–	–	0.02%	189
2023 Q2	$48.3K	Hold	444	–	–	0.02%	195
2023 Q1	$41.2K	Hold	444	–	–	0.02%	189
2022 Q4	$33.1K	Hold	444	–	–	0.01%	191
2022 Q3	$33K	Hold	444	–	–	0.01%	183
2022 Q2	$35K	Hold	444	–	–	0.01%	183
2022 Q1	$46K	Sell	444 -480	-52%	-$49K	0.02%	191
2021 Q4	$106K	Buy	+924	New	+$103K	0.04%	185

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

Oak Harbor Wealth Partners's IYW Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 344 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #219.

Oak Harbor Wealth Partners first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $106K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Oak Harbor Wealth Partners held 344 shares of iShares US Technology ETF worth $62.4K as of Q1 2026.
Oak Harbor Wealth Partners left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #219 holding.
Oak Harbor Wealth Partners first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares US Technology ETF position peaked at $106K in Q4 2021.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.