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

One Wealth 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	–	Sell	-4,037	Closed	-$806K	–	138
2025 Q4	$806K	Sell	4,037 -306	-7%	-$61.2K	0.34%	45
2025 Q3	$851K	Sell	4,343 -12,465	-74%	-$2.28M	0.38%	43
2025 Q2	$2.91M	Sell	16,808 -2,098	-11%	-$318K	1.37%	17
2025 Q1	$2.66M	Sell	18,906 -105	-0.6%	-$16.4K	1.42%	13
2024 Q4	$3.03M	Buy	+19,011	New	+$3.01M	1.54%	12

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

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

One Wealth Capital Management sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 4,037 shares — an estimated $806K sold.

One Wealth Capital Management first reported a position in IYW in Q4 2024 and held it in 5 quarters. The position peaked at $3.03M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

One Wealth Capital Management reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
One Wealth Capital Management sold 4,037 iShares US Technology ETF shares in Q1 2026, an estimated $806K.
One Wealth Capital Management first reported a position in iShares US Technology ETF in Q4 2024 and held it in 5 quarters.
One Wealth Capital Management's iShares US Technology ETF position peaked at $3.03M in Q4 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on One Wealth Capital Management's 13F filing for Q1 2026, filed 4 May 2026.