Pallas Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Pallas Capital Advisors’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	$1.34M	Sell	7,381 -428	-5%	-$82.7K	0.05%	271
2025 Q4	$1.56M	Buy	7,809 +2,311	+42%	+$462K	0.05%	268
2025 Q3	$1.08M	Sell	5,498 -32	-0.6%	-$5.85K	0.04%	332
2025 Q2	$958K	Sell	5,530 -929	-14%	-$141K	0.04%	341
2025 Q1	$907K	Sell	6,459 -156	-2%	-$24.3K	0.04%	315
2024 Q4	$1.06M	Sell	6,615 -297	-4%	-$47K	0.05%	224
2024 Q3	$1.07M	Sell	6,912 -6,499	-48%	-$956K	0.05%	218
2024 Q2	$2.01M	Sell	13,411 -543	-4%	-$75K	0.09%	152
2024 Q1	$1.88M	Sell	13,954 -949	-6%	-$124K	0.08%	162
2023 Q4	$1.83M	Sell	14,903 -11,551	-44%	-$1.31M	0.1%	148
2023 Q3	$2.73M	Buy	26,454 +6,260	+31%	+$681K	0.17%	110
2023 Q2	$2.27M	Buy	+20,194	New	+$1.98M	0.1%	118

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 $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Pallas Capital Advisors's IYW Position: Q1 2026 in Review

Pallas Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 5.5% in Q1 2026, selling an estimated $82.7K and leaving 7,381 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #271.

Pallas Capital Advisors first reported a position in IYW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.73M in Q3 2023. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Pallas Capital Advisors held 7,381 shares of iShares US Technology ETF worth $1.34M as of Q1 2026.
Pallas Capital Advisors sold 428 iShares US Technology ETF shares in Q1 2026, an estimated $82.7K.
iShares US Technology ETF made up 0.05% of Pallas Capital Advisors's portfolio in Q1 2026, its #271 holding.
Pallas Capital Advisors first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 12 quarters since.
Pallas Capital Advisors's iShares US Technology ETF position peaked at $2.73M in Q3 2023.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.