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

Parsons 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	$3.13M	Buy	17,279 +12	+0.1%	+$2.32K	0.14%	142
2025 Q4	$3.45M	Sell	17,267 -335	-2%	-$67K	0.19%	119
2025 Q3	$3.45M	Buy	17,602 +450	+3%	+$82.3K	0.2%	116
2025 Q2	$2.97M	Sell	17,152 -595	-3%	-$90.2K	0.18%	120
2025 Q1	$2.49M	Sell	17,747 -300	-2%	-$46.7K	0.14%	144
2024 Q4	$2.88M	Hold	18,047	–	–	0.16%	126
2024 Q3	$2.74M	Sell	18,047 -230	-1%	-$33.8K	0.17%	127
2024 Q2	$2.75M	Hold	18,277	–	–	0.19%	123
2024 Q1	$2.47M	Hold	18,277	–	–	0.17%	137
2023 Q4	$2.24M	Sell	18,277 -100	-0.5%	-$11.3K	0.16%	131
2023 Q3	$1.93M	Sell	18,377 -880	-5%	-$95.7K	0.15%	135
2023 Q2	$2.1M	Hold	19,257	–	–	0.16%	131
2023 Q1	$1.79M	Hold	19,257	–	–	0.14%	144
2022 Q4	$1.43M	Sell	19,257 -1,625	-8%	-$124K	0.12%	164
2022 Q3	$1.53M	Sell	20,882 -240	-1%	-$20.4K	0.14%	143
2022 Q2	$1.69M	Sell	21,122 -100	-0.5%	-$8.85K	0.15%	141
2022 Q1	$2.19M	Sell	21,222 -5,399	-20%	-$551K	0.17%	125
2021 Q4	$3.06M	Sell	26,621 -750	-3%	-$83.3K	0.22%	99
2021 Q3	$2.77M	Buy	27,371 +2,930	+12%	+$306K	0.22%	103
2021 Q2	$2.43M	Sell	24,441 -1,200	-5%	-$112K	0.19%	118
2021 Q1	$2.25M	Buy	25,641 +65	+0.3%	+$5.7K	0.18%	123
2020 Q4	$2.18M	Sell	25,576 -700	-3%	-$55.9K	0.19%	116
2020 Q3	$1.98M	Sell	26,276 -152	-0.6%	-$11.1K	0.19%	105
2020 Q2	$1.78M	Sell	26,428 -4	-0%	-$241	0.19%	108
2020 Q1	$1.35M	Sell	26,432 -500	-2%	-$29K	0.17%	124
2019 Q4	$1.57M	Hold	26,932	–	–	0.16%	130
2019 Q3	$1.38M	Hold	26,932	–	–	0.15%	144
2019 Q2	$1.33M	Sell	26,932 -400	-1%	-$19.6K	0.15%	144
2019 Q1	$1.3M	Sell	27,332 -900	-3%	-$40K	0.14%	146
2018 Q4	$1.13M	Sell	28,232 -120	-0.4%	-$5.2K	0.14%	144
2018 Q3	$1.38M	Sell	28,352 -300	-1%	-$14.2K	0.14%	144
2018 Q2	$1.28M	Sell	28,652 -420	-1%	-$18.6K	0.14%	141
2018 Q1	$1.22M	Hold	29,072	–	–	0.14%	145
2017 Q4	$1.18M	Sell	29,072 -648	-2%	-$26K	0.13%	159
2017 Q3	$1.11M	Sell	29,720 -500	-2%	-$18.3K	0.13%	155
2017 Q2	$1.06M	Sell	30,220 -2,160	-7%	-$75.7K	0.13%	154
2017 Q1	$1.09M	Buy	32,380 +3,500	+12%	+$114K	0.14%	150
2016 Q4	$868K	Buy	28,880 +240	+0.8%	+$7.16K	0.12%	172
2016 Q3	$852K	Buy	28,640 +1,200	+4%	+$34.4K	0.11%	179
2016 Q2	$722K	Hold	27,440	–	–	0.1%	192
2016 Q1	$744K	Sell	27,440 -300	-1%	-$7.58K	0.1%	187
2015 Q4	$742K	Sell	27,740 -5,780	-17%	-$156K	0.1%	181
2015 Q3	$829K	Sell	33,520 -1,800	-5%	-$46.5K	0.12%	175
2015 Q2	$924K	Buy	35,320 +1,100	+3%	+$29.7K	0.12%	175
2015 Q1	$898K	Sell	34,220 -960	-3%	-$25.2K	0.13%	163
2014 Q4	$918K	Buy	35,180 +400	+1%	+$10.2K	0.12%	169
2014 Q3	$876K	Sell	34,780 -540	-2%	-$13.5K	0.12%	170
2014 Q2	$855K	Sell	35,320 -620	-2%	-$14.3K	0.12%	175
2014 Q1	$818K	Buy	35,940 +2,000	+6%	+$44.6K	0.12%	175
2013 Q4	$751K	Buy	+33,940	New	+$707K	0.11%	178

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

Parsons Capital Management's IYW Position: Q1 2026 in Review

Parsons Capital Management increased its iShares US Technology ETF (IYW) stake by 0.07% in Q1 2026, buying an estimated $2.32K and bringing the position to 17,279 shares worth $3.13M. The position accounts for 0.14% of the portfolio, ranked #142.

Parsons Capital Management first reported a position in IYW in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.45M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Parsons Capital Management held 17,279 shares of iShares US Technology ETF worth $3.13M as of Q1 2026.
Parsons Capital Management bought 12 iShares US Technology ETF shares in Q1 2026, an estimated $2.32K.
iShares US Technology ETF made up 0.14% of Parsons Capital Management's portfolio in Q1 2026, its #142 holding.
Parsons Capital Management first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 50 quarters since.
Parsons Capital Management's iShares US Technology ETF position peaked at $3.45M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.