Principle Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Principle Wealth Partners’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 Q3	$3.08M	Buy	11,612 +64	+0.6%	+$16K	0.15%	116
2026 Q2	$2.91M	Hold	11,548	–	–	0.14%	122
2026 Q1	$2.09M	Hold	11,548	–	–	0.12%	124
2025 Q4	$2.31M	Sell	11,548 -40	-0.3%	-$8K	0.13%	120
2025 Q3	$2.27M	Hold	11,588	–	–	0.13%	116
2025 Q2	$2.01M	Sell	11,588 -274	-2%	-$41.5K	0.13%	121
2025 Q1	$1.67M	Hold	11,862	–	–	0.12%	127
2024 Q4	$1.89M	Sell	11,862 -730	-6%	-$116K	0.13%	122
2024 Q3	$1.91M	Hold	12,592	–	–	0.14%	124
2024 Q2	$1.9M	Hold	12,592	–	–	0.14%	124
2024 Q1	$1.7M	Hold	12,592	–	–	0.13%	130
2023 Q4	$1.55M	Hold	12,592	–	–	0.13%	131
2023 Q3	$1.32M	Hold	12,592	–	–	0.13%	131
2023 Q2	$1.37M	Hold	12,592	–	–	0.14%	122
2023 Q1	$1.17M	Hold	12,592	–	–	0.12%	127
2022 Q4	$938K	Hold	12,592	–	–	0.11%	138
2022 Q3	$924K	Hold	12,592	–	–	0.09%	125
2022 Q2	$1.01M	Hold	12,592	–	–	0.12%	133
2022 Q1	$1.3M	Sell	12,592 -40	-0.3%	-$4.08K	0.14%	119
2021 Q4	$1.45M	Hold	12,632	–	–	0.15%	111
2021 Q3	$1.28M	Hold	12,632	–	–	0.15%	115
2021 Q2	$1.26M	Sell	12,632 -216	-2%	-$20.1K	0.14%	116
2021 Q1	$1.13M	Sell	12,848 -468	-4%	-$41K	0.13%	118
2020 Q4	$1.13M	Buy	13,316 +1,060	+9%	+$84.7K	0.15%	113
2020 Q3	$922K	Hold	12,256	–	–	0.26%	54
2020 Q2	$827K	Hold	12,256	–	–	0.24%	58
2020 Q1	$626K	Hold	12,256	–	–	0.23%	65
2019 Q4	$713K	Hold	12,256	–	–	0.23%	77
2019 Q3	$626K	Hold	12,256	–	–	0.22%	82
2019 Q2	$606K	Buy	12,256 +6,400	+109%	+$313K	0.31%	60
2019 Q1	$279K	Hold	5,856	–	–	0.16%	102
2018 Q4	$234K	Buy	+5,856	New	+$254K	0.2%	99

Other funds holding IYW

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Principle Wealth Partners's IYW Position: Q3 2026 in Review

Principle Wealth Partners increased its iShares US Technology ETF (IYW) stake by 0.55% in Q3 2026, buying an estimated $16K and bringing the position to 11,612 shares worth $3.08M. The position accounts for 0.15% of the portfolio, ranked #116.

Principle Wealth Partners first reported a position in IYW in Q4 2018 and has held it in 32 quarters since. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Principle Wealth Partners held 11,612 shares of iShares US Technology ETF worth $3.08M as of Q3 2026.
Principle Wealth Partners bought 64 iShares US Technology ETF shares in Q3 2026, an estimated $16K.
iShares US Technology ETF made up 0.15% of Principle Wealth Partners's portfolio in Q3 2026, its #116 holding.
Principle Wealth Partners first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 32 quarters since.
1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.