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Regal Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Regal Investment Advisors’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 		$2.77M Sell
15,259
-192
-1% -$37.1K 0.16% 154
2025
Q4 		$3.09M Sell
15,451
-479
-3% -$95.8K 0.18% 136
2025
Q3 		$3.12M Sell
15,930
-20,945
-57% -$3.83M 0.2% 132
2025
Q2 		$6.39M Sell
36,875
-2,654
-7% -$402K 0.48% 56
2025
Q1 		$5.55M Buy
39,529
+1,327
+3% +$207K 0.45% 58
2024
Q4 		$6.09M Sell
38,202
-996
-3% -$158K 0.46% 60
2024
Q3 		$5.94M Buy
39,198
+4,018
+11% +$591K 0.42% 65
2024
Q2 		$5.29M Buy
35,180
+1,903
+6% +$263K 0.35% 79
2024
Q1 		$4.49M Sell
33,277
-2,936
-8% -$382K 0.31% 94
2023
Q4 		$4.45M Buy
36,213
+7,130
+25% +$808K 0.34% 85
2023
Q3 		$3.05M Sell
29,083
-16,689
-36% -$1.81M 0.26% 111
2023
Q2 		$4.98M Buy
45,772
+509
+1% +$50K 0.42% 71
2023
Q1 		$4.2M Buy
45,263
+6,817
+18% +$572K 0.37% 80
2022
Q4 		$2.86M Buy
38,446
+26,895
+233% +$2.06M 0.28% 95
2022
Q3 		$848K Sell
11,551
-32
-0.3% -$2.71K 0.09% 195
2022
Q2 		$926K Sell
11,583
-188
-2% -$16.6K 0.1% 201
2022
Q1 		$1.21M Sell
11,771
-187
-2% -$19.1K 0.11% 184
2021
Q4 		$1.37M Sell
11,958
-110
-0.9% -$12.2K 0.12% 177
2021
Q3 		$1.22M Buy
12,068
+14
+0.1% +$1.46K 0.12% 187
2021
Q2 		$1.2M Buy
+12,054
New +$1.12M 0.12% 183
2021
Q1 		– Sell
-12,523
Closed -$1.06M – 241
2020
Q4 		$1.06M Buy
+12,523
New +$1M 0.12% 169
2020
Q3 		– Sell
-13,004
Closed -$877K – 140
2020
Q2 		$877K Buy
+13,004
New +$785K 0.16% 131
2020
Q1 		– Sell
-13,400
Closed -$779K – 179
2019
Q4 		$779K Sell
13,400
-68
-0.5% -$3.7K 0.14% 153
2019
Q3 		$688K Buy
13,468
+248
+2% +$12.6K 0.13% 158
2019
Q2 		$654K Buy
13,220
+144
+1% +$7.04K 0.13% 161
2019
Q1 		$623K Hold
13,076
– – 0.13% 168
2018
Q4 		$523K Buy
13,076
+3,676
+39% +$159K 0.11% 180
2018
Q3 		$456K Hold
9,400
– – 0.1% 200
2018
Q2 		$419K Sell
9,400
-3,308
-26% -$146K 0.13% 180
2018
Q1 		$534K Sell
12,708
-140
-1% -$6.03K 0.12% 166
2017
Q4 		$523K Sell
12,848
-1,604
-11% -$64.3K 0.12% 171
2017
Q3 		$542K Buy
14,452
+320
+2% +$11.7K 0.13% 169
2017
Q2 		$494K Buy
14,132
+3,408
+32% +$119K 0.12% 167
2017
Q1 		$362K Buy
10,724
+428
+4% +$13.9K 0.09% 192
2016
Q4 		$310K Sell
10,296
-4,672
-31% -$139K 0.09% 200
2016
Q3 		$445K Sell
14,968
-5,716
-28% -$164K 0.13% 168
2016
Q2 		$544K Sell
20,684
-3,432
-14% -$90.6K 0.15% 152
2016
Q1 		$654K Sell
24,116
-3,148
-12% -$79.5K 0.18% 130
2015
Q4 		$729K Sell
27,264
-4,560
-14% -$123K 0.19% 125
2015
Q3 		$786K Sell
31,824
-1,900
-6% -$49.1K 0.2% 122
2015
Q2 		$882K Sell
33,724
-4,252
-11% -$115K 0.24% 108
2015
Q1 		$996K Buy
37,976
+4,332
+13% +$114K 0.25% 111
2014
Q4 		$878K Buy
33,644
+260
+0.8% +$6.63K 0.24% 110
2014
Q3 		$841K Sell
33,384
-488
-1% -$12.2K 0.25% 105
2014
Q2 		$820K Sell
33,872
-28,660
-46% -$662K 0.29% 92
2014
Q1 		$1.42M Buy
62,532
+56,628
+959% +$1.26M 0.6% 65
2013
Q4 		$131K Sell
5,904
-31,548
-84% -$657K 0.08% 180
2013
Q3 		$738K Buy
37,452
+27,572
+279% +$536K 0.43% 86
2013
Q2 		$182K Buy
+9,880
New +$184K 0.1% 157

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

Regal Investment Advisors's IYW Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 1.2% in Q1 2026, selling an estimated $37.1K and leaving 15,259 shares worth $2.77M. The position accounts for 0.16% of the portfolio, ranked #154.

Regal Investment Advisors first reported a position in IYW in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.39M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Regal Investment Advisors held 15,259 shares of iShares US Technology ETF worth $2.77M as of Q1 2026.
  • Regal Investment Advisors sold 192 iShares US Technology ETF shares in Q1 2026, an estimated $37.1K.
  • iShares US Technology ETF made up 0.16% of Regal Investment Advisors's portfolio in Q1 2026, its #154 holding.
  • Regal Investment Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's iShares US Technology ETF position peaked at $6.39M in Q2 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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