Quartz Partners’s iShares US Technology ETF IYW Stock Holding History

Quartz 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 Q1	–	Sell	-1,187	Closed	-$237K	–	182
2025 Q4	$237K	Sell	1,187 -23	-2%	-$4.6K	0.09%	149
2025 Q3	$237K	Buy	+1,210	New	+$221K	0.09%	161
2025 Q2	–	Sell	-1,754	Closed	-$246K	–	181
2025 Q1	$246K	Sell	1,754 -1,947	-53%	-$303K	0.15%	127
2024 Q4	$590K	Sell	3,701 -1,390	-27%	-$220K	0.36%	73
2024 Q3	$772K	Buy	+5,091	New	+$749K	0.48%	55

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

Quartz Partners's IYW Position: Q1 2026 in Review

Quartz Partners sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,187 shares — an estimated $237K sold.

Quartz Partners first reported a position in IYW in Q3 2024 and held it in 5 quarters. The position peaked at $772K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Quartz Partners reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Quartz Partners sold 1,187 iShares US Technology ETF shares in Q1 2026, an estimated $237K.
Quartz Partners first reported a position in iShares US Technology ETF in Q3 2024 and held it in 5 quarters.
Quartz Partners's iShares US Technology ETF position peaked at $772K in Q3 2024.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.