Petix & Botte Financial’s iShares US Technology ETF IYW Stock Holding History

Petix & Botte Financial’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	$1.04M	Sell	2,879 -2,895	-50%	-$559K	0.23%	58
2025 Q4	$1.15M	Buy	5,774 +16	+0.3%	+$3.2K	0.26%	54
2025 Q3	$1.13M	Buy	5,758 +835	+17%	+$153K	0.26%	54
2025 Q2	$853K	Buy	4,923 +2	+0%	+$303	0.21%	62
2025 Q1	$691K	Buy	4,921 +48	+1%	+$7.48K	0.18%	71
2024 Q4	$777K	Buy	4,873 +2,910	+148%	+$460K	0.2%	68
2024 Q3	$298K	Sell	1,963 -170	-8%	-$25K	0.08%	99
2024 Q2	$321K	Buy	+2,133	New	+$295K	0.09%	90

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

Petix & Botte Financial's IYW Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares US Technology ETF (IYW) stake by 50% in Q1 2026, selling an estimated $559K and leaving 2,879 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #58.

Petix & Botte Financial first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Petix & Botte Financial held 2,879 shares of iShares US Technology ETF worth $1.04M as of Q1 2026.
Petix & Botte Financial sold 2,895 iShares US Technology ETF shares in Q1 2026, an estimated $559K.
iShares US Technology ETF made up 0.23% of Petix & Botte Financial's portfolio in Q1 2026, its #58 holding.
Petix & Botte Financial first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
Petix & Botte Financial's iShares US Technology ETF position peaked at $1.15M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.