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Reflection Asset Management’s iShares US Technology ETF IYW Stock Holding History

Reflection Asset 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 		$369K Hold
1,676
– – 0.23% 91
2025
Q4 		$338K Buy
+1,676
New +$335K 0.24% 79

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
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

Reflection Asset Management's IYW Position: Q1 2026 in Review

Reflection Asset Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,676 shares worth $369K. The position accounts for 0.23% of the portfolio, ranked #91.

Reflection Asset Management first reported a position in IYW in Q4 2025 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Reflection Asset Management held 1,676 shares of iShares US Technology ETF worth $369K as of Q1 2026.
  • Reflection Asset Management left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.23% of Reflection Asset Management's portfolio in Q1 2026, its #91 holding.
  • Reflection Asset Management first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,184 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.