Pettyjohn Wood & White’s iShares US Technology ETF IYW Stock Holding History

Pettyjohn Wood & White’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	$5.48M	Sell	30,220 -614	-2%	-$119K	0.87%	33
2025 Q4	$6.16M	Sell	30,834 -955	-3%	-$191K	0.96%	31
2025 Q3	$6.23M	Sell	31,789 -211	-0.7%	-$38.6K	1.03%	29
2025 Q2	$5.54M	Sell	32,000 -625	-2%	-$94.7K	0.99%	30
2025 Q1	$4.58M	Sell	32,625 -832	-2%	-$130K	0.88%	33
2024 Q4	$5.34M	Sell	33,457 -125	-0.4%	-$19.8K	0.98%	31
2024 Q3	$5.09M	Sell	33,582 -100	-0.3%	-$14.7K	0.94%	34
2024 Q2	$5.07M	Buy	33,682 +66	+0.2%	+$9.12K	0.98%	30
2024 Q1	$4.54M	Sell	33,616 -314	-0.9%	-$40.9K	0.9%	33
2023 Q4	$4.16M	Sell	33,930 -327	-1%	-$37K	0.9%	35
2023 Q3	$3.59M	Sell	34,257 -412	-1%	-$44.8K	0.85%	35
2023 Q2	$3.77M	Sell	34,669 -283	-0.8%	-$27.8K	0.87%	34
2023 Q1	$3.24M	Sell	34,952 -525	-1%	-$44.1K	0.79%	37
2022 Q4	$2.64M	Sell	35,477 -225	-0.6%	-$17.2K	0.66%	45
2022 Q3	$2.62M	Sell	35,702 -325	-0.9%	-$27.6K	0.7%	46
2022 Q2	$2.88M	Sell	36,027 -165	-0.5%	-$14.6K	0.68%	48
2022 Q1	$3.73M	Sell	36,192 -2,098	-5%	-$214K	0.8%	41
2021 Q4	$4.4M	Sell	38,290 -2,750	-7%	-$305K	0.91%	40
2021 Q3	$4.16M	Sell	41,040 -363	-0.9%	-$37.9K	0.92%	41
2021 Q2	$4.12M	Sell	41,403 -2,385	-5%	-$222K	0.92%	39
2021 Q1	$3.84M	Sell	43,788 -852	-2%	-$74.6K	0.91%	39
2020 Q4	$3.8M	Sell	44,640 -1,200	-3%	-$95.9K	0.97%	38
2020 Q3	$3.45M	Sell	45,840 -1,740	-4%	-$127K	1.01%	35
2020 Q2	$3.21M	Sell	47,580 -600	-1%	-$36.2K	1.03%	36
2020 Q1	$2.46M	Sell	48,180 -5,420	-10%	-$314K	0.92%	41
2019 Q4	$3.12M	Hold	53,600	–	–	0.9%	40
2019 Q3	$2.74M	Sell	53,600 -1,700	-3%	-$86.4K	0.83%	41
2019 Q2	$2.74M	Sell	55,300 -400	-0.7%	-$19.6K	0.85%	41
2019 Q1	$2.65M	Hold	55,700	–	–	0.86%	40
2018 Q4	$2.23M	Buy	55,700 +500	+0.9%	+$21.7K	0.82%	42
2018 Q3	$2.68M	Buy	55,200 +300	+0.5%	+$14.2K	0.87%	39
2018 Q2	$2.45M	Sell	54,900 -600	-1%	-$26.5K	0.85%	42
2018 Q1	$2.33M	Buy	55,500 +800	+1%	+$34.4K	0.84%	43
2017 Q4	$2.23M	Sell	54,700 -1,600	-3%	-$64.1K	0.8%	46
2017 Q3	$2.11M	Sell	56,300 -2,000	-3%	-$73.3K	0.78%	46
2017 Q2	$2.04M	Sell	58,300 -5,700	-9%	-$200K	0.75%	47
2017 Q1	$2.16M	Buy	64,000 +400	+0.6%	+$13K	0.8%	45
2016 Q4	$1.91M	Sell	63,600 -1,600	-2%	-$47.7K	0.74%	47
2016 Q3	$1.94M	Sell	65,200 -200	-0.3%	-$5.73K	0.92%	37
2016 Q2	$1.72M	Sell	65,400 -800	-1%	-$21.1K	0.68%	51
2016 Q1	$1.8M	Sell	66,200 -900	-1%	-$22.7K	0.73%	49
2015 Q4	$1.79M	Sell	67,100 -600	-0.9%	-$16.2K	0.76%	49
2015 Q3	$1.67M	Sell	67,700 -500	-0.7%	-$12.9K	0.77%	46
2015 Q2	$1.78M	Sell	68,200 -2,000	-3%	-$54K	0.75%	47
2015 Q1	$1.84M	Sell	70,200 -8,608	-11%	-$226K	0.76%	49
2014 Q4	$2.06M	Buy	78,808 +1,564	+2%	+$39.9K	0.85%	44
2014 Q3	$1.95M	Buy	77,244 +24,152	+45%	+$603K	0.84%	43
2014 Q2	$1.29M	Sell	53,092 -3,180	-6%	-$73.5K	0.56%	58
2014 Q1	$1.28M	Buy	56,272 +8,472	+18%	+$189K	0.59%	57
2013 Q4	$1.06M	Sell	47,800 -1,600	-3%	-$33.3K	0.62%	57
2013 Q3	$973K	Sell	49,400 -800	-2%	-$15.5K	0.6%	56
2013 Q2	$924K	Buy	+50,200	New	+$933K	0.58%	56

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

Pettyjohn Wood & White's IYW Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its iShares US Technology ETF (IYW) stake by 2% in Q1 2026, selling an estimated $119K and leaving 30,220 shares worth $5.48M. The position accounts for 0.87% of the portfolio, ranked #33.

Pettyjohn Wood & White first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.23M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Pettyjohn Wood & White held 30,220 shares of iShares US Technology ETF worth $5.48M as of Q1 2026.
Pettyjohn Wood & White sold 614 iShares US Technology ETF shares in Q1 2026, an estimated $119K.
iShares US Technology ETF made up 0.87% of Pettyjohn Wood & White's portfolio in Q1 2026, its #33 holding.
Pettyjohn Wood & White first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
Pettyjohn Wood & White's iShares US Technology ETF position peaked at $6.23M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.