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Patten & Patten’s iShares US Technology ETF IYW Stock Holding History

Patten & Patten’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 		$1.86M Hold
10,273
– – 0.11% 133
2025
Q4 		$2.05M Hold
10,273
– – 0.12% 128
2025
Q3 		$2.01M Buy
10,273
+468
+5% +$85.6K 0.12% 126
2025
Q2 		$1.7M Sell
9,805
-200
-2% -$30.3K 0.11% 135
2025
Q1 		$1.41M Hold
10,005
– – 0.09% 143
2024
Q4 		$1.6M Sell
10,005
-104
-1% -$16.5K 0.11% 133
2024
Q3 		$1.53M Sell
10,109
-100
-1% -$14.7K 0.1% 137
2024
Q2 		$1.54M Sell
10,209
-71
-0.7% -$9.81K 0.11% 131
2024
Q1 		$1.39M Sell
10,280
-50
-0.5% -$6.51K 0.1% 143
2023
Q4 		$1.27M Sell
10,330
-200
-2% -$22.7K 0.1% 138
2023
Q3 		$1.1M Sell
10,530
-125
-1% -$13.6K 0.1% 136
2023
Q2 		$1.16M Hold
10,655
– – 0.1% 135
2023
Q1 		$989K Sell
10,655
-1,600
-13% -$134K 0.09% 144
2022
Q4 		$913K Hold
12,255
– – 0.08% 147
2022
Q3 		$899K Sell
12,255
-50
-0.4% -$4.24K 0.09% 147
2022
Q2 		$984K Sell
12,305
-250
-2% -$22.1K 0.09% 144
2022
Q1 		$1.29M Hold
12,555
– – 0.09% 136
2021
Q4 		$1.44M Hold
12,555
– – 0.1% 129
2021
Q3 		$1.27M Hold
12,555
– – 0.1% 129
2021
Q2 		$1.25M Sell
12,555
-1,425
-10% -$133K 0.1% 131
2021
Q1 		$1.23M Sell
13,980
-200
-1% -$17.5K 0.1% 131
2020
Q4 		$1.21M Sell
14,180
-200
-1% -$16K 0.11% 125
2020
Q3 		$1.08M Sell
14,380
-1,180
-8% -$86.2K 0.11% 127
2020
Q2 		$1.05M Hold
15,560
– – 0.11% 122
2020
Q1 		$795K Hold
15,560
– – 0.1% 130
2019
Q4 		$905K Hold
15,560
– – 0.09% 141
2019
Q3 		$794K Sell
15,560
-200
-1% -$10.2K 0.09% 147
2019
Q2 		$780K Hold
15,760
– – 0.08% 148
2019
Q1 		$751K Hold
15,760
– – 0.08% 146
2018
Q4 		$630K Buy
15,760
+140
+0.9% +$6.06K 0.08% 152
2018
Q3 		$758K Hold
15,620
– – 0.08% 154
2018
Q2 		$696K Hold
15,620
– – 0.07% 158
2018
Q1 		$657K Hold
15,620
– – 0.07% 160
2017
Q4 		$636K Hold
15,620
– – 0.06% 165
2017
Q3 		$585K Buy
15,620
+400
+3% +$14.7K 0.06% 173
2017
Q2 		$532K Buy
15,220
+1,900
+14% +$66.6K 0.06% 175
2017
Q1 		$450K Hold
13,320
– – 0.05% 183
2016
Q4 		$400K Sell
13,320
-420
-3% -$12.5K 0.05% 172
2016
Q3 		$409K Hold
13,740
– – 0.05% 165
2016
Q2 		$362K Sell
13,740
-900
-6% -$23.8K 0.05% 166
2016
Q1 		$397K Hold
14,640
– – 0.06% 161
2015
Q4 		$392K Hold
14,640
– – 0.05% 168
2015
Q3 		$362K Sell
14,640
-800
-5% -$20.7K 0.06% 164
2015
Q2 		$404K Hold
15,440
– – 0.06% 166
2015
Q1 		$405K Hold
15,440
– – 0.06% 172
2014
Q4 		$403K Hold
15,440
– – 0.06% 160
2014
Q3 		$389K Hold
15,440
– – 0.06% 165
2014
Q2 		$374K Sell
15,440
-5,400
-26% -$125K 0.06% 164
2014
Q1 		$474K Hold
20,840
– – 0.06% 190
2013
Q4 		$461K Hold
20,840
– – 0.06% 186
2013
Q3 		$411K Buy
20,840
+200
+1% +$3.88K 0.06% 179
2013
Q2 		$380K Buy
+20,640
New +$384K 0.06% 177

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 $6.46B AUM 18.45% 1-Year Est. Return

Patten & Patten's IYW Position: Q1 2026 in Review

Patten & Patten held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 10,273 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #133.

Patten & Patten first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.05M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Patten & Patten held 10,273 shares of iShares US Technology ETF worth $1.86M as of Q1 2026.
  • Patten & Patten left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.11% of Patten & Patten's portfolio in Q1 2026, its #133 holding.
  • Patten & Patten first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
  • Patten & Patten's iShares US Technology ETF position peaked at $2.05M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.