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Oppenheimer & Co’s iShares US Technology ETF IYW Stock Holding History

Oppenheimer & Co’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 		$1.83M Buy
10,105
+109
+1% +$21.1K 0.02% 619
2025
Q4 		$2M Sell
9,996
-236
-2% -$47.2K 0.03% 548
2025
Q3 		$2M Sell
10,232
-13
-0.1% -$2.38K 0.02% 607
2025
Q2 		$1.78M Buy
10,245
+3,159
+45% +$479K 0.02% 620
2025
Q1 		$995K Sell
7,086
-60
-0.8% -$9.35K 0.02% 812
2024
Q4 		$1.14M Sell
7,146
-191
-3% -$30.2K 0.02% 733
2024
Q3 		$1.11M Buy
7,337
+471
+7% +$69.3K 0.02% 759
2024
Q2 		$1.03M Sell
6,866
-415
-6% -$57.4K 0.02% 762
2024
Q1 		$983K Buy
7,281
+85
+1% +$11.1K 0.02% 745
2023
Q4 		$883K Sell
7,196
-131
-2% -$14.8K 0.02% 749
2023
Q3 		$769K Sell
7,327
-1,220
-14% -$133K 0.02% 769
2023
Q2 		$931K Sell
8,547
-297
-3% -$29.2K 0.02% 728
2023
Q1 		$821K Sell
8,844
-335
-4% -$28.1K 0.02% 761
2022
Q4 		$684K Sell
9,179
-215
-2% -$16.4K 0.02% 818
2022
Q3 		$689K Sell
9,394
-589
-6% -$49.9K 0.02% 780
2022
Q2 		$798K Sell
9,983
-1,616
-14% -$143K 0.02% 763
2022
Q1 		$1.2M Sell
11,599
-261
-2% -$26.6K 0.02% 671
2021
Q4 		$1.36M Sell
11,860
-380
-3% -$42.2K 0.02% 656
2021
Q3 		$1.24M Buy
12,240
+223
+2% +$23.3K 0.02% 665
2021
Q2 		$1.19M Sell
12,017
-21
-0.2% -$1.96K 0.02% 678
2021
Q1 		$1.06M Sell
12,038
-852
-7% -$74.6K 0.02% 688
2020
Q4 		$1.1M Sell
12,890
-518
-4% -$41.4K 0.02% 614
2020
Q3 		$1.01M Sell
13,408
-1,180
-8% -$86.2K 0.03% 579
2020
Q2 		$984K Sell
14,588
-640
-4% -$38.6K 0.03% 574
2020
Q1 		$778K Sell
15,228
-44
-0.3% -$2.55K 0.02% 603
2019
Q4 		$888K Buy
15,272
+192
+1% +$10.4K 0.02% 661
2019
Q3 		$770K Sell
15,080
-1,220
-7% -$62K 0.02% 664
2019
Q2 		$806K Sell
16,300
-528
-3% -$25.8K 0.02% 660
2019
Q1 		$802K Buy
16,828
+96
+0.6% +$4.27K 0.02% 650
2018
Q4 		$669K Sell
16,732
-844
-5% -$36.6K 0.02% 649
2018
Q3 		$853K Sell
17,576
-648
-4% -$30.6K 0.02% 646
2018
Q2 		$812K Sell
18,224
-3,356
-16% -$148K 0.02% 670
2018
Q1 		$907K Buy
21,580
+1,544
+8% +$66.5K 0.02% 645
2017
Q4 		$815K Sell
20,036
-936
-4% -$37.5K 0.02% 679
2017
Q3 		$786K Buy
20,972
+76
+0.4% +$2.78K 0.02% 687
2017
Q2 		$730K Buy
20,896
+2,948
+16% +$103K 0.02% 702
2017
Q1 		$607K Buy
17,948
+1,116
+7% +$36.2K 0.02% 731
2016
Q4 		$506K Sell
16,832
-672
-4% -$20K 0.01% 805
2016
Q3 		$521K Buy
17,504
+1,212
+7% +$34.7K 0.02% 793
2016
Q2 		$429K Buy
16,292
+1,972
+14% +$52.1K 0.01% 842
2016
Q1 		$388K Buy
14,320
+60
+0.4% +$1.51K 0.01% 847
2015
Q4 		$382K Hold
14,260
– – 0.01% 866
2015
Q3 		$353K Sell
14,260
-3,628
-20% -$93.7K 0.01% 934
2015
Q2 		$468K Sell
17,888
-352,376
-95% -$9.51M 0.01% 907
2015
Q1 		$9.72M Sell
370,264
-18,096
-5% -$476K 0.26% 87
2014
Q4 		$10.1M Buy
388,360
+1,860
+0.5% +$47.4K 0.29% 77
2014
Q3 		$9.74M Buy
386,500
+1,368
+0.4% +$34.2K 0.29% 79
2014
Q2 		$9.33M Sell
385,132
-2,576
-0.7% -$59.5K 0.28% 77
2014
Q1 		$8.83M Buy
387,708
+1,856
+0.5% +$41.4K 0.26% 82
2013
Q4 		$8.53M Sell
385,852
-15,192
-4% -$316K 0.27% 82
2013
Q3 		$7.9M Buy
401,044
+21,088
+6% +$410K 0.28% 85
2013
Q2 		$6.99M Buy
+379,956
New +$7.06M 0.27% 90

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Oppenheimer & Co's IYW Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares US Technology ETF (IYW) stake by 1.1% in Q1 2026, buying an estimated $21.1K and bringing the position to 10,105 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #619.

Oppenheimer & Co first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q4 2014. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Oppenheimer & Co held 10,105 shares of iShares US Technology ETF worth $1.83M as of Q1 2026.
  • Oppenheimer & Co bought 109 iShares US Technology ETF shares in Q1 2026, an estimated $21.1K.
  • iShares US Technology ETF made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #619 holding.
  • Oppenheimer & Co first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's iShares US Technology ETF position peaked at $10.1M in Q4 2014.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.