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Picton Mahoney Asset Management’s iShares US Technology ETF IYW Stock Holding History

Picton Mahoney Asset Management’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 		$163K Buy
900
+300
+50% +$58K ﹤0.01% 853
2025
Q4 		$120K Sell
600
-100
-14% -$20K ﹤0.01% 852
2025
Q3 		$137K Buy
700
+100
+17% +$18.3K ﹤0.01% 686
2025
Q2 		$104K Sell
600
-100
-14% -$15.2K ﹤0.01% 621
2025
Q1 		$98K Buy
700
+100
+17% +$15.6K ﹤0.01% 440
2024
Q4 		$96K Sell
600
-600
-50% -$94.9K ﹤0.01% 375
2024
Q3 		$182K Sell
1,200
-1,600
-57% -$235K 0.01% 331
2024
Q2 		$421K Buy
+2,800
New +$387K 0.02% 249
2024
Q1 		– Sell
-2,100
Closed -$258K – 436
2023
Q4 		$258K Buy
2,100
+1,180
+128% +$134K 0.01% 300
2023
Q3 		$97K Buy
+920
New +$100K ﹤0.01% 306

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 $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Picton Mahoney Asset Management's IYW Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its iShares US Technology ETF (IYW) stake by 50% in Q1 2026, buying an estimated $58K and bringing the position to 900 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Picton Mahoney Asset Management first reported a position in IYW in Q3 2023 and has held it in 10 quarters since. The position peaked at $421K in Q2 2024. 1,176 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Picton Mahoney Asset Management held 900 shares of iShares US Technology ETF worth $163K as of Q1 2026.
  • Picton Mahoney Asset Management bought 300 iShares US Technology ETF shares in Q1 2026, an estimated $58K.
  • iShares US Technology ETF made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #853 holding.
  • Picton Mahoney Asset Management first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 10 quarters since.
  • Picton Mahoney Asset Management's iShares US Technology ETF position peaked at $421K in Q2 2024.
  • 1,176 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.