Redwood Investment Management’s iShares US Technology ETF IYW Stock Holding History

Redwood Investment 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	–	Sell	-1,128	Closed	-$225K	–	306
2025 Q4	$225K	Sell	1,128 -7,292	-87%	-$1.46M	0.03%	294
2025 Q3	$1.65M	Buy	8,420 +692	+9%	+$127K	0.18%	85
2025 Q2	$1.34M	Sell	7,728 -123	-2%	-$18.6K	0.14%	220
2025 Q1	$1.1M	Buy	7,851 +243	+3%	+$37.9K	0.12%	221
2024 Q4	$1.21M	Buy	7,608 +224	+3%	+$35.4K	0.12%	234
2024 Q3	$1.12M	Sell	7,384 -314	-4%	-$46.2K	0.1%	235
2024 Q2	$1.16M	Buy	7,698 +756	+11%	+$104K	0.1%	239
2024 Q1	$938K	Buy	6,942 +2,307	+50%	+$300K	0.09%	237
2023 Q4	$569K	Buy	4,635 +784	+20%	+$88.8K	0.05%	275
2023 Q3	$404K	Buy	+3,851	New	+$419K	0.04%	285

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Redwood Investment Management's IYW Position: Q1 2026 in Review

Redwood Investment Management sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,128 shares — an estimated $225K sold.

Redwood Investment Management first reported a position in IYW in Q3 2023 and held it in 10 quarters. The position peaked at $1.65M in Q3 2025. 1,184 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Redwood Investment Management reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Redwood Investment Management sold 1,128 iShares US Technology ETF shares in Q1 2026, an estimated $225K.
Redwood Investment Management first reported a position in iShares US Technology ETF in Q3 2023 and held it in 10 quarters.
Redwood Investment Management's iShares US Technology ETF position peaked at $1.65M in Q3 2025.
1,184 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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