PKS Advisory Services’s iShares US Technology ETF IYW Stock Holding History

PKS Advisory Services’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	$1.17M	Sell	6,424 -156	-2%	-$30.1K	0.27%	77
2025 Q4	$1.31M	Sell	6,580 -65	-1%	-$13K	0.3%	65
2025 Q3	$1.3M	Buy	6,645 +149	+2%	+$27.3K	0.27%	63
2025 Q2	$1.13M	Buy	6,496 +169	+3%	+$25.6K	0.28%	71
2025 Q1	$889K	Buy	6,327 +30	+0.5%	+$4.67K	0.24%	86
2024 Q4	$1M	Buy	+6,297	New	+$996K	0.25%	68

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

PKS Advisory Services's IYW Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares US Technology ETF (IYW) stake by 2.4% in Q1 2026, selling an estimated $30.1K and leaving 6,424 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #77.

PKS Advisory Services first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

PKS Advisory Services held 6,424 shares of iShares US Technology ETF worth $1.17M as of Q1 2026.
PKS Advisory Services sold 156 iShares US Technology ETF shares in Q1 2026, an estimated $30.1K.
iShares US Technology ETF made up 0.27% of PKS Advisory Services's portfolio in Q1 2026, its #77 holding.
PKS Advisory Services first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares US Technology ETF position peaked at $1.31M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.