PIP
IYW icon

Peachtree Investment Partners’s iShares US Technology ETF IYW Stock Holding History

Peachtree Investment Partners’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 		$146K Sell
804
-603
-43% -$117K 0.06% 96
2025
Q4 		$281K Hold
1,407
– – 0.09% 73
2025
Q3 		$276K Hold
1,407
– – 0.1% 79
2025
Q2 		$244K Sell
1,407
-1,183
-46% -$179K 0.09% 87
2025
Q1 		$364K Sell
2,590
-249
-9% -$38.8K 0.14% 63
2024
Q4 		$453K Buy
2,839
+1
+0% +$158 0.17% 48
2024
Q3 		$430K Sell
2,838
-518
-15% -$76.2K 0.16% 53
2024
Q2 		$505K Buy
3,356
+1,294
+63% +$179K 0.2% 50
2024
Q1 		$278K Sell
2,062
-499
-19% -$65K 0.11% 63
2023
Q4 		$314K Sell
2,561
-247
-9% -$28K 0.13% 65
2023
Q3 		$295K Hold
2,808
– – 0.15% 65
2023
Q2 		$306K Buy
2,808
+1,501
+115% +$147K 0.14% 69
2023
Q1 		$121K Hold
1,307
– – 0.08% 78
2022
Q4 		$97.3K Buy
1,307
+1
+0.1% +$77 0.06% 81
2022
Q3 		$96K Buy
1,306
+1
+0.1% +$85 0.06% 77
2022
Q2 		$104K Sell
1,305
-1,716
-57% -$152K 0.06% 81
2022
Q1 		$311K Sell
3,021
-250
-8% -$25.5K 0.14% 74
2021
Q4 		$376K Buy
3,271
+3
+0.1% +$333 0.16% 63
2021
Q3 		$331K Buy
3,268
+51
+2% +$5.32K 0.16% 60
2021
Q2 		$320K Buy
3,217
+4
+0.1% +$373 0.16% 59
2021
Q1 		$282K Buy
3,213
+2
+0.1% +$175 0.16% 64
2020
Q4 		$273K Buy
3,211
+3
+0.1% +$240 0.16% 61
2020
Q3 		$242K Sell
3,208
-1,000
-24% -$73K 0.17% 57
2020
Q2 		$284K Buy
+4,208
New +$254K 0.23% 48

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 $7.56B AUM 23.82% 1-Year Est. Return

Peachtree Investment Partners's IYW Position: Q1 2026 in Review

Peachtree Investment Partners reduced its iShares US Technology ETF (IYW) stake by 43% in Q1 2026, selling an estimated $117K and leaving 804 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #96.

Peachtree Investment Partners first reported a position in IYW in Q2 2020 and has held it in 24 quarters since. The position peaked at $505K in Q2 2024. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Peachtree Investment Partners held 804 shares of iShares US Technology ETF worth $146K as of Q1 2026.
  • Peachtree Investment Partners sold 603 iShares US Technology ETF shares in Q1 2026, an estimated $117K.
  • iShares US Technology ETF made up 0.06% of Peachtree Investment Partners's portfolio in Q1 2026, its #96 holding.
  • Peachtree Investment Partners first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 24 quarters since.
  • Peachtree Investment Partners's iShares US Technology ETF position peaked at $505K in Q2 2024.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.