Rialto Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Rialto Wealth Management’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	$363K	Hold	2,000	–	–	0.08%	118
2025 Q4	$399K	Hold	2,000	–	–	0.1%	109
2025 Q3	$392K	Hold	2,000	–	–	0.1%	106
2025 Q2	$347K	Hold	2,000	–	–	0.1%	114
2025 Q1	$281K	Hold	2,000	–	–	0.09%	121
2024 Q4	$319K	Buy	+2,000	New	+$316K	0.11%	116

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

Rialto Wealth Management's IYW Position: Q1 2026 in Review

Rialto Wealth Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,000 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #118.

Rialto Wealth Management first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Rialto Wealth Management held 2,000 shares of iShares US Technology ETF worth $363K as of Q1 2026.
Rialto Wealth Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.08% of Rialto Wealth Management's portfolio in Q1 2026, its #118 holding.
Rialto Wealth Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's iShares US Technology ETF position peaked at $399K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.