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Resources Management Corp’s iShares US Technology ETF IYW Stock Holding History

Resources Management Corp’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 		$267K Hold
1,470
– – 0.04% 171
2025
Q4 		$294K Sell
1,470
-100
-6% -$20K 0.04% 167
2025
Q3 		$308K Hold
1,570
– – 0.04% 164
2025
Q2 		$272K Sell
1,570
-15
-0.9% -$2.27K 0.04% 179
2025
Q1 		$223K Hold
1,585
– – 0.03% 204
2024
Q4 		$253K Sell
1,585
-3
-0.2% -$475 0.03% 202
2024
Q3 		$241K Sell
1,588
-15
-0.9% -$2.21K 0.03% 210
2024
Q2 		$241K Hold
1,603
– – 0.04% 204
2024
Q1 		$217K Hold
1,603
– – 0.03% 216
2023
Q4 		$197K Sell
1,603
-67
-4% -$7.59K 0.03% 223
2023
Q3 		$175K Hold
1,670
– – 0.03% 226
2023
Q2 		$182K Buy
1,670
+1,574
+1,640% +$155K 0.03% 224
2023
Q1 		$1K Sell
96
-1,574
-94% -$132K ﹤0.01% 461
2022
Q4 		$124K Hold
1,670
– – 0.02% 252
2022
Q3 		$123K Hold
1,670
– – 0.02% 258
2022
Q2 		$134K Hold
1,670
– – 0.02% 255
2022
Q1 		$172K Buy
1,670
+30
+2% +$3.06K 0.02% 249
2021
Q4 		$188K Hold
1,640
– – 0.02% 252
2021
Q3 		$166K Hold
1,640
– – 0.02% 247
2021
Q2 		$163K Hold
1,640
– – 0.02% 260
2021
Q1 		$144K Hold
1,640
– – 0.02% 259
2020
Q4 		$140K Buy
+1,640
New +$131K 0.02% 252

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 $6.46B AUM 18.45% 1-Year Est. Return

Resources Management Corp's IYW Position: Q1 2026 in Review

Resources Management Corp held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,470 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #171.

Resources Management Corp first reported a position in IYW in Q4 2020 and has held it in 22 quarters since. The position peaked at $308K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Resources Management Corp held 1,470 shares of iShares US Technology ETF worth $267K as of Q1 2026.
  • Resources Management Corp left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.04% of Resources Management Corp's portfolio in Q1 2026, its #171 holding.
  • Resources Management Corp first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • Resources Management Corp's iShares US Technology ETF position peaked at $308K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.