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

Rede 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	$883K	Hold	4,868	–	–	0.32%	37
2025 Q4	$972K	Buy	+4,868	New	+$974K	0.34%	33
2025 Q3	–	Sell	-4,868	Closed	-$843K	–	150
2025 Q2	$843K	Hold	4,868	–	–	0.3%	34
2025 Q1	$684K	Hold	4,868	–	–	0.24%	41
2024 Q4	$777K	Hold	4,868	–	–	0.3%	38
2024 Q3	$738K	Hold	4,868	–	–	0.28%	39
2024 Q2	$733K	Hold	4,868	–	–	0.67%	35
2024 Q1	$657K	Hold	4,868	–	–	0.28%	41
2023 Q4	$598K	Hold	4,868	–	–	0.28%	43
2023 Q3	$511K	Hold	4,868	–	–	0.26%	41
2023 Q2	$530K	Hold	4,868	–	–	0.25%	45
2023 Q1	$452K	Hold	4,868	–	–	0.24%	51
2022 Q4	$363K	Hold	4,868	–	–	0.19%	62
2022 Q3	$357K	Hold	4,868	–	–	0.21%	59
2022 Q2	$389K	Hold	4,868	–	–	0.23%	59
2022 Q1	$502K	Hold	4,868	–	–	0.24%	55
2021 Q4	$559K	Hold	4,868	–	–	0.28%	52
2021 Q3	$493K	Hold	4,868	–	–	0.26%	57
2021 Q2	$484K	Hold	4,868	–	–	0.26%	56
2021 Q1	$427K	Hold	4,868	–	–	0.25%	59
2020 Q4	$414K	Buy	+4,868	New	+$389K	0.28%	50

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

Rede Wealth's IYW Position: Q1 2026 in Review

Rede Wealth held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 4,868 shares worth $883K. The position accounts for 0.32% of the portfolio, ranked #37.

Rede Wealth first reported a position in IYW in Q4 2020 and has held it in 21 quarters since. The position peaked at $972K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Rede Wealth held 4,868 shares of iShares US Technology ETF worth $883K as of Q1 2026.
Rede Wealth left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.32% of Rede Wealth's portfolio in Q1 2026, its #37 holding.
Rede Wealth first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 21 quarters since.
Rede Wealth's iShares US Technology ETF position peaked at $972K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.