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Planning Directions’s iShares US Technology ETF IYW Stock Holding History

Planning Directions’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 		$332K Sell
1,830
-781
-30% -$151K 0.17% 74
2025
Q4 		$521K Buy
2,611
+123
+5% +$24.6K 0.26% 45
2025
Q3 		$487K Buy
2,488
+133
+6% +$24.3K 0.25% 46
2025
Q2 		$408K Buy
2,355
+101
+4% +$15.3K 0.23% 51
2025
Q1 		$317K Buy
2,254
+32
+1% +$4.98K 0.14% 93
2024
Q4 		$354K Buy
2,222
+277
+14% +$43.8K 0.21% 55
2024
Q3 		$295K Buy
1,945
+81
+4% +$11.9K 0.18% 64
2024
Q2 		$280K Buy
1,864
+11
+0.6% +$1.52K 0.19% 64
2024
Q1 		$250K Buy
+1,853
New +$241K 0.17% 65

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 $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Planning Directions's IYW Position: Q1 2026 in Review

Planning Directions reduced its iShares US Technology ETF (IYW) stake by 30% in Q1 2026, selling an estimated $151K and leaving 1,830 shares worth $332K. The position accounts for 0.17% of the portfolio, ranked #74.

Planning Directions first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $521K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Planning Directions held 1,830 shares of iShares US Technology ETF worth $332K as of Q1 2026.
  • Planning Directions sold 781 iShares US Technology ETF shares in Q1 2026, an estimated $151K.
  • iShares US Technology ETF made up 0.17% of Planning Directions's portfolio in Q1 2026, its #74 holding.
  • Planning Directions first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
  • Planning Directions's iShares US Technology ETF position peaked at $521K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.