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

Regimen 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 		– Sell
-5,293
Closed -$1.06M – 75
2025
Q4 		$1.06M Sell
5,293
-70
-1% -$14K 0.31% 37
2025
Q3 		$1.05M Hold
5,363
– – 0.31% 37
2025
Q2 		$929K Sell
5,363
-489
-8% -$74.1K 0.29% 38
2025
Q1 		$822K Sell
5,852
-98
-2% -$15.3K 0.26% 34
2024
Q4 		$948K Sell
5,950
-1,522
-20% -$241K 0.31% 32
2024
Q3 		$1.13M Sell
7,472
-94
-1% -$13.8K 0.37% 29
2024
Q2 		$1.14M Sell
7,566
-200
-3% -$27.6K 0.39% 29
2024
Q1 		$1.05M Sell
7,766
-343
-4% -$44.6K 0.36% 28
2023
Q4 		$995K Buy
8,109
+2,489
+44% +$282K 0.38% 27
2023
Q3 		$590K Sell
5,620
-5,495
-49% -$598K 0.24% 34
2023
Q2 		$1.21M Buy
11,115
+2,878
+35% +$283K 0.5% 26
2023
Q1 		$787K Buy
8,237
+1,092
+15% +$91.6K 0.34% 28
2022
Q4 		$531K Buy
+7,145
New +$547K 0.36% 31

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 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Regimen Wealth's IYW Position: Q1 2026 in Review

Regimen Wealth sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 5,293 shares — an estimated $1.06M sold.

Regimen Wealth first reported a position in IYW in Q4 2022 and held it in 13 quarters. The position peaked at $1.21M in Q2 2023. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Regimen Wealth reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Regimen Wealth sold 5,293 iShares US Technology ETF shares in Q1 2026, an estimated $1.06M.
  • Regimen Wealth first reported a position in iShares US Technology ETF in Q4 2022 and held it in 13 quarters.
  • Regimen Wealth's iShares US Technology ETF position peaked at $1.21M in Q2 2023.
  • 1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Regimen Wealth's 13F filing for Q1 2026, filed 7 May 2026.