Perennial Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Perennial Investment 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	$18.1M	Sell	99,543 -995	-1%	-$192K	1.44%	12
2025 Q4	$20.1M	Sell	100,538 -19,271	-16%	-$3.85M	1.58%	12
2025 Q3	$23.5M	Sell	119,809 -29,131	-20%	-$5.33M	1.94%	10
2025 Q2	$25.8M	Buy	148,940 +14,186	+11%	+$2.15M	2.49%	8
2025 Q1	$18.9M	Buy	134,754 +23,388	+21%	+$3.64M	2.13%	10
2024 Q4	$17.8M	Buy	111,366 +34,083	+44%	+$5.39M	2.09%	8
2024 Q3	$11.7M	Buy	77,283 +7,744	+11%	+$1.14M	1.52%	14
2024 Q2	$10.5M	Buy	69,539 +5,406	+8%	+$747K	1.49%	14
2024 Q1	$8.67M	Buy	64,133 +17,767	+38%	+$2.31M	1.32%	14
2023 Q4	$5.7M	Buy	46,366 +10,346	+29%	+$1.17M	0.94%	22
2023 Q3	$3.78M	Sell	36,020 -1,441	-4%	-$157K	0.68%	35
2023 Q2	$4.08M	Buy	37,461 +5,153	+16%	+$506K	0.72%	32
2023 Q1	$3M	Buy	32,308 +13,888	+75%	+$1.17M	0.56%	41
2022 Q4	$1.37M	Buy	18,420 +6,804	+59%	+$521K	0.56%	38
2022 Q3	$852K	Buy	+11,616	New	+$985K	0.39%	51

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

Perennial Investment Advisors's IYW Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 0.99% in Q1 2026, selling an estimated $192K and leaving 99,543 shares worth $18.1M. The position accounts for 1.44% of the portfolio, ranked #12.

Perennial Investment Advisors first reported a position in IYW in Q3 2022 and has held it in 15 quarters since. The position peaked at $25.8M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Perennial Investment Advisors held 99,543 shares of iShares US Technology ETF worth $18.1M as of Q1 2026.
Perennial Investment Advisors sold 995 iShares US Technology ETF shares in Q1 2026, an estimated $192K.
iShares US Technology ETF made up 1.44% of Perennial Investment Advisors's portfolio in Q1 2026, its #12 holding.
Perennial Investment Advisors first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 15 quarters since.
Perennial Investment Advisors's iShares US Technology ETF position peaked at $25.8M in Q2 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.