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

PUREfi 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	$600K	Sell	3,308 -677	-17%	-$131K	0.39%	65
2025 Q4	$796K	Buy	3,985 +93	+2%	+$18.6K	0.61%	44
2025 Q3	$762K	Sell	3,892 -1,255	-24%	-$230K	0.59%	47
2025 Q2	$892K	Buy	5,147 +2,479	+93%	+$376K	0.71%	32
2025 Q1	$375K	Buy	2,668 +219	+9%	+$34.1K	0.37%	77
2024 Q4	$391K	Buy	+2,449	New	+$388K	0.38%	70

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

PUREfi Wealth's IYW Position: Q1 2026 in Review

PUREfi Wealth reduced its iShares US Technology ETF (IYW) stake by 17% in Q1 2026, selling an estimated $131K and leaving 3,308 shares worth $600K. The position accounts for 0.39% of the portfolio, ranked #65.

PUREfi Wealth first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $892K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

PUREfi Wealth held 3,308 shares of iShares US Technology ETF worth $600K as of Q1 2026.
PUREfi Wealth sold 677 iShares US Technology ETF shares in Q1 2026, an estimated $131K.
iShares US Technology ETF made up 0.39% of PUREfi Wealth's portfolio in Q1 2026, its #65 holding.
PUREfi Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
PUREfi Wealth's iShares US Technology ETF position peaked at $892K in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.