Potentia Wealth’s iShares US Technology ETF IYW Stock Holding History

Potentia Wealth’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	$224K	Sell	1,232 -579	-32%	-$112K	0.09%	83
2025 Q4	$362K	Sell	1,811 -21	-1%	-$4.2K	0.13%	72
2025 Q3	$359K	Sell	1,832 -65	-3%	-$11.9K	0.14%	77
2025 Q2	$329K	Buy	1,897 +67	+4%	+$10.2K	0.19%	57
2025 Q1	$257K	Buy	1,830 +22	+1%	+$3.43K	0.12%	82
2024 Q4	$288K	Buy	+1,808	New	+$286K	0.13%	83

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 $424B AUM 22.96% 1-Year Est. Return

RIG

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

Potentia Wealth's IYW Position: Q1 2026 in Review

Potentia Wealth reduced its iShares US Technology ETF (IYW) stake by 32% in Q1 2026, selling an estimated $112K and leaving 1,232 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #83.

Potentia Wealth first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $362K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Potentia Wealth held 1,232 shares of iShares US Technology ETF worth $224K as of Q1 2026.
Potentia Wealth sold 579 iShares US Technology ETF shares in Q1 2026, an estimated $112K.
iShares US Technology ETF made up 0.09% of Potentia Wealth's portfolio in Q1 2026, its #83 holding.
Potentia Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's iShares US Technology ETF position peaked at $362K in Q4 2025.
1,177 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.