Retirement Planning Group (Kansas)’s iShares US Technology ETF IYW Stock Holding History

Retirement Planning Group (Kansas)’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	$582K	Sell	3,211 -1,837	-36%	-$355K	0.02%	273
2025 Q4	$1.01M	Buy	5,048 +1,176	+30%	+$235K	0.03%	191
2025 Q3	$758K	Buy	+3,872	New	+$708K	0.03%	212
2025 Q1	–	Sell	-1,424	Closed	-$227K	–	308
2024 Q4	$227K	Buy	+1,424	New	+$225K	0.01%	259
2023 Q3	–	Sell	-14,154	Closed	-$1.54M	–	162
2023 Q2	$1.54M	Buy	+14,154	New	+$1.39M	0.15%	48

Other funds holding IYW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Retirement Planning Group (Kansas)'s IYW Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares US Technology ETF (IYW) stake by 36% in Q1 2026, selling an estimated $355K and leaving 3,211 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #273.

Retirement Planning Group (Kansas) first reported a position in IYW in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2023. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Retirement Planning Group (Kansas) held 3,211 shares of iShares US Technology ETF worth $582K as of Q1 2026.
Retirement Planning Group (Kansas) sold 1,837 iShares US Technology ETF shares in Q1 2026, an estimated $355K.
iShares US Technology ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #273 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 5 quarters since.
Retirement Planning Group (Kansas)'s iShares US Technology ETF position peaked at $1.54M in Q2 2023.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.