Revolve Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Revolve Wealth Partners’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	-1,818	Closed	-$363K	–	238
2025 Q4	$363K	Hold	1,818	–	–	0.04%	163
2025 Q3	$356K	Sell	1,818 -12	-0.7%	-$2.19K	0.04%	165
2025 Q2	$317K	Hold	1,830	–	–	0.04%	164
2025 Q1	$257K	Sell	1,830 -142	-7%	-$22.1K	0.04%	178
2024 Q4	$315K	Hold	1,972	–	–	0.05%	161
2024 Q3	$299K	Hold	1,972	–	–	0.05%	152
2024 Q2	$297K	Hold	1,972	–	–	0.05%	135
2024 Q1	$266K	Hold	1,972	–	–	0.05%	146
2023 Q4	$242K	Hold	1,972	–	–	0.05%	139
2023 Q3	$207K	Hold	1,972	–	–	0.05%	141
2023 Q2	$215K	Buy	+1,972	New	+$194K	0.05%	135
2022 Q2	–	Sell	-1,972	Closed	-$203K	–	149
2022 Q1	$203K	Sell	1,972 -411	-17%	-$42K	0.06%	142
2021 Q4	$274K	Buy	+2,383	New	+$265K	0.08%	114

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Revolve Wealth Partners's IYW Position: Q1 2026 in Review

Revolve Wealth Partners sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,818 shares — an estimated $363K sold.

Revolve Wealth Partners first reported a position in IYW in Q4 2021 and held it in 13 quarters. The position peaked at $363K in Q4 2025. 1,182 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Revolve Wealth Partners reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Revolve Wealth Partners sold 1,818 iShares US Technology ETF shares in Q1 2026, an estimated $363K.
Revolve Wealth Partners first reported a position in iShares US Technology ETF in Q4 2021 and held it in 13 quarters.
Revolve Wealth Partners's iShares US Technology ETF position peaked at $363K in Q4 2025.
1,182 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Revolve Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.