Oxford Financial Group’s iShares US Technology ETF IYW Stock Holding History

Oxford Financial Group’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	$218K	Hold	1,200	–	–	0.01%	239
2025 Q4	$240K	Hold	1,200	–	–	0.01%	213
2025 Q3	$235K	Hold	1,200	–	–	0.01%	207
2025 Q2	$208K	Hold	1,200	–	–	0.01%	207
2025 Q1	$169K	Hold	1,200	–	–	0.01%	214
2024 Q4	$191K	Hold	1,200	–	–	0.01%	242
2024 Q3	$182K	Hold	1,200	–	–	0.01%	242
2024 Q2	$181K	Hold	1,200	–	–	0.01%	258
2024 Q1	$162K	Sell	1,200 -321	-21%	-$41.8K	0.01%	224
2023 Q4	$187K	Buy	1,521 +1,237	+436%	+$140K	0.01%	232
2023 Q3	$29.8K	Hold	284	–	–	﹤0.01%	247
2023 Q2	$30.9K	Hold	284	–	–	﹤0.01%	267
2023 Q1	$26.4K	Buy	+284	New	+$23.8K	﹤0.01%	230
2022 Q2	–	Sell	-200	Closed	-$21K	–	281
2022 Q1	$21K	Hold	200	–	–	﹤0.01%	238
2021 Q4	$23K	Buy	+200	New	+$22.2K	﹤0.01%	250

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

Oxford Financial Group's IYW Position: Q1 2026 in Review

Oxford Financial Group held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,200 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #239.

Oxford Financial Group first reported a position in IYW in Q4 2021 and has held it in 15 quarters since. The position peaked at $240K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Oxford Financial Group held 1,200 shares of iShares US Technology ETF worth $218K as of Q1 2026.
Oxford Financial Group left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #239 holding.
Oxford Financial Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 15 quarters since.
Oxford Financial Group's iShares US Technology ETF position peaked at $240K in Q4 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.