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Redwood Financial Network’s iShares US Technology ETF IYW Stock Holding History

Redwood Financial Network’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 		$1.99M Buy
10,954
+647
+6% +$125K 1.3% 14
2025
Q4 		$2.06M Buy
10,307
+554
+6% +$111K 1.31% 15
2025
Q3 		$1.91M Buy
9,753
+324
+3% +$59.3K 1.21% 19
2025
Q2 		$1.63M Sell
9,429
-502
-5% -$76.1K 1.1% 23
2025
Q1 		$1.39M Buy
9,931
+2,161
+28% +$337K 1.06% 28
2024
Q4 		$1.24M Buy
7,770
+4,545
+141% +$719K 0.92% 31
2024
Q3 		$489K Buy
3,225
+218
+7% +$32.1K 0.38% 85
2024
Q2 		$453K Buy
3,007
+186
+7% +$25.7K 0.38% 85
2024
Q1 		$381K Buy
2,821
+108
+4% +$14.1K 0.33% 94
2023
Q4 		$333K Buy
2,713
+6
+0.2% +$680 0.32% 100
2023
Q3 		$284K Sell
2,707
-53
-2% -$5.76K 0.3% 107
2023
Q2 		$300K Sell
2,760
-93
-3% -$9.13K 0.28% 110
2023
Q1 		$265K Buy
2,853
+3
+0.1% +$252 0.27% 116
2022
Q4 		$212K Buy
2,850
+8
+0.3% +$612 0.24% 131
2022
Q3 		$209K Buy
2,842
+67
+2% +$5.68K 0.24% 120
2022
Q2 		$222K Sell
2,775
-171
-6% -$15.1K 0.24% 120
2022
Q1 		$304K Buy
+2,946
New +$301K 0.28% 106

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Redwood Financial Network's IYW Position: Q1 2026 in Review

Redwood Financial Network increased its iShares US Technology ETF (IYW) stake by 6.3% in Q1 2026, buying an estimated $125K and bringing the position to 10,954 shares worth $1.99M. The position accounts for 1.3% of the portfolio, ranked #14.

Redwood Financial Network first reported a position in IYW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Redwood Financial Network held 10,954 shares of iShares US Technology ETF worth $1.99M as of Q1 2026.
  • Redwood Financial Network bought 647 iShares US Technology ETF shares in Q1 2026, an estimated $125K.
  • iShares US Technology ETF made up 1.3% of Redwood Financial Network's portfolio in Q1 2026, its #14 holding.
  • Redwood Financial Network first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's iShares US Technology ETF position peaked at $2.06M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.