Provident Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Provident Wealth Management’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	$293K	Hold	1,616	–	–	0.09%	62
2025 Q4	$323K	Hold	1,616	–	–	0.1%	59
2025 Q3	$317K	Hold	1,616	–	–	0.1%	65
2025 Q2	$280K	Hold	1,616	–	–	0.09%	67
2025 Q1	$227K	Buy	1,616 +300	+23%	+$46.7K	0.08%	73
2024 Q4	$210K	Hold	1,316	–	–	0.07%	78
2024 Q3	$200K	Hold	1,316	–	–	0.07%	80
2024 Q2	$198K	Buy	1,316 +950	+260%	+$131K	0.07%	78
2024 Q1	$49.4K	Hold	366	–	–	0.02%	85
2023 Q4	$44.9K	Hold	366	–	–	0.02%	72
2023 Q3	$38.4K	Hold	366	–	–	0.02%	70
2023 Q2	$39.8K	Hold	366	–	–	0.02%	71
2023 Q1	$34K	Hold	366	–	–	0.02%	75
2022 Q4	$27.3K	Hold	366	–	–	0.02%	72
2022 Q3	$27K	Hold	366	–	–	0.02%	73
2022 Q2	$29K	Hold	366	–	–	0.02%	74
2022 Q1	$38K	Hold	366	–	–	0.02%	79
2021 Q4	$42K	Hold	366	–	–	0.03%	74
2021 Q3	$37K	Hold	366	–	–	0.03%	68
2021 Q2	$36K	Hold	366	–	–	0.03%	68
2021 Q1	$32K	Sell	366 -278	-43%	-$24.4K	0.04%	61
2020 Q4	$55K	Buy	644 +68	+12%	+$5.43K	0.06%	57
2020 Q3	$43K	Buy	576 +272	+89%	+$19.9K	0.05%	99
2020 Q2	$21K	Buy	+304	New	+$18.3K	0.02%	61

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

Provident Wealth Management's IYW Position: Q1 2026 in Review

Provident Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,616 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #62.

Provident Wealth Management first reported a position in IYW in Q2 2020 and has held it in 24 quarters since. The position peaked at $323K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Provident Wealth Management held 1,616 shares of iShares US Technology ETF worth $293K as of Q1 2026.
Provident Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.09% of Provident Wealth Management's portfolio in Q1 2026, its #62 holding.
Provident Wealth Management first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 24 quarters since.
Provident Wealth Management's iShares US Technology ETF position peaked at $323K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.