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Portfolio Strategies’s iShares US Technology ETF IYW Stock Holding History

Portfolio Strategies’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 		$71.3M Sell
391,292
-6,953
-2% -$1.34M 8.79% 3
2025
Q4 		$79.5M Sell
398,245
-9,264
-2% -$1.85M 9.21% 3
2025
Q3 		$79.8M Buy
407,509
+58,099
+17% +$10.6M 9.28% 3
2025
Q2 		$60.5M Sell
349,410
-2,909
-0.8% -$441K 7.88% 5
2025
Q1 		$49.5M Sell
352,319
-1,641
-0.5% -$256K 7.66% 4
2024
Q4 		$56.5M Sell
353,960
-6,021
-2% -$953K 8.01% 5
2024
Q3 		$54.6M Sell
359,981
-4,998
-1% -$735K 7.37% 5
2024
Q2 		$54.9M Buy
364,979
+93,854
+35% +$13M 7.49% 5
2024
Q1 		$36.6M Buy
271,125
+39,004
+17% +$5.08M 2.49% 15
2023
Q4 		$28.5M Buy
232,121
+122,288
+111% +$13.9M 4.74% 13
2023
Q3 		$11.5M Sell
109,833
-92
-0.1% -$10K 2.22% 16
2023
Q2 		$12M Buy
+109,925
New +$10.8M 2.16% 16
2022
Q4 		– Sell
-190,370
Closed -$13.9M – 43
2022
Q3 		$13.9M Sell
190,370
-4,808
-2% -$408K 3.58% 10
2022
Q2 		$15.7M Sell
195,178
-3,406
-2% -$301K 3.65% 13
2022
Q1 		$20.5M Buy
198,584
+12,770
+7% +$1.3M 3.82% 13
2021
Q4 		$21.3M Buy
185,814
+32,292
+21% +$3.59M 3.98% 9
2021
Q3 		$15.5M Buy
153,522
+15,165
+11% +$1.58M 3.11% 15
2021
Q2 		$13.8M Buy
138,357
+108,002
+356% +$10.1M 2.73% 18
2021
Q1 		$2.66M Sell
30,355
-120
-0.4% -$10.5K 0.56% 32
2020
Q4 		$2.59M Sell
30,475
-173
-0.6% -$13.8K 0.51% 27
2020
Q3 		$2.3M Sell
30,648
-540
-2% -$39.4K 0.64% 24
2020
Q2 		$2.1M Sell
31,188
-296
-0.9% -$17.9K 0.74% 20
2020
Q1 		$1.61M Buy
+31,484
New +$1.82M 0.92% 21

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 $7.56B AUM 23.82% 1-Year Est. Return

Portfolio Strategies's IYW Position: Q1 2026 in Review

Portfolio Strategies reduced its iShares US Technology ETF (IYW) stake by 1.7% in Q1 2026, selling an estimated $1.34M and leaving 391,292 shares worth $71.3M. The position accounts for 8.79% of the portfolio, ranked #3.

Portfolio Strategies first reported a position in IYW in Q1 2020 and has held it in 23 quarters since. The position peaked at $79.8M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Portfolio Strategies held 391,292 shares of iShares US Technology ETF worth $71.3M as of Q1 2026.
  • Portfolio Strategies sold 6,953 iShares US Technology ETF shares in Q1 2026, an estimated $1.34M.
  • iShares US Technology ETF made up 8.79% of Portfolio Strategies's portfolio in Q1 2026, its #3 holding.
  • Portfolio Strategies first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 23 quarters since.
  • Portfolio Strategies's iShares US Technology ETF position peaked at $79.8M in Q3 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.