PWM
IYW icon

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

Palumbo Wealth 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 		$943K Hold
5,200
– – 0.23% 75
2025
Q4 		$1.04M Buy
+5,200
New +$1.04M 0.26% 76
2025
Q3 		– Sell
-5,200
Closed -$901K – 202
2025
Q2 		$901K Hold
5,200
– – 0.28% 69
2025
Q1 		$730K Hold
5,200
– – 0.24% 68
2024
Q4 		$830K Hold
5,200
– – 0.31% 62
2024
Q3 		$788K Hold
5,200
– – 0.31% 64
2024
Q2 		$783K Hold
5,200
– – 0.33% 62
2024
Q1 		$702K Hold
5,200
– – 0.31% 62
2023
Q4 		$638K Hold
5,200
– – 0.33% 59
2023
Q3 		$546K Hold
5,200
– – 0.3% 62
2023
Q2 		$566K Hold
5,200
– – 0.35% 53
2023
Q1 		$483K Buy
+5,200
New +$436K 0.32% 59

Other funds holding IYW

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PCH
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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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $1.47T 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 $6.46B AUM 18.45% 1-Year Est. Return