One Capital Management’s iShares US Technology ETF IYW Stock Holding History

One Capital 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	$320K	Sell	1,765 -1,036	-37%	-$200K	0.01%	444
2025 Q4	$559K	Hold	2,801	–	–	0.02%	372
2025 Q3	$549K	Buy	2,801 +977	+54%	+$179K	0.02%	358
2025 Q2	$316K	Sell	1,824 -2,692	-60%	-$408K	0.01%	404
2025 Q1	$634K	Hold	4,516	–	–	0.02%	263
2024 Q4	$720K	Sell	4,516 -30,033	-87%	-$4.75M	0.02%	233
2024 Q3	$5.24M	Buy	34,549 +3,774	+12%	+$555K	0.17%	118
2024 Q2	$4.63M	Buy	30,775 +356	+1%	+$49.2K	0.16%	122
2024 Q1	$4.11M	Sell	30,419 -78	-0.3%	-$10.2K	0.15%	119
2023 Q4	$3.74M	Sell	30,497 -3,891	-11%	-$441K	0.15%	123
2023 Q3	$3.61M	Buy	34,388 +22,982	+201%	+$2.5M	0.16%	118
2023 Q2	$1.24M	Buy	+11,406	New	+$1.12M	0.06%	164

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 $7.56B AUM 23.82% 1-Year Est. Return

One Capital Management's IYW Position: Q1 2026 in Review

One Capital Management reduced its iShares US Technology ETF (IYW) stake by 37% in Q1 2026, selling an estimated $200K and leaving 1,765 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #444.

One Capital Management first reported a position in IYW in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.24M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

One Capital Management held 1,765 shares of iShares US Technology ETF worth $320K as of Q1 2026.
One Capital Management sold 1,036 iShares US Technology ETF shares in Q1 2026, an estimated $200K.
iShares US Technology ETF made up 0.01% of One Capital Management's portfolio in Q1 2026, its #444 holding.
One Capital Management first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 12 quarters since.
One Capital Management's iShares US Technology ETF position peaked at $5.24M in Q3 2024.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.