Richmond Investment Services’s iShares US Technology ETF IYW Stock Holding History

Richmond Investment Services’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	-1,700	Closed	-$339K	–	267
2025 Q4	$339K	Sell	1,700 -1,196	-41%	-$239K	0.06%	172
2025 Q3	$567K	Sell	2,896 -1,247	-30%	-$228K	0.11%	127
2025 Q2	$718K	Buy	+4,143	New	+$628K	0.15%	95
2025 Q1	–	Sell	-1,845	Closed	-$294K	–	116
2024 Q4	$294K	Buy	+1,845	New	+$292K	0.17%	82

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

Richmond Investment Services's IYW Position: Q1 2026 in Review

Richmond Investment Services sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,700 shares — an estimated $339K sold.

Richmond Investment Services first reported a position in IYW in Q4 2024 and held it in 4 quarters. The position peaked at $718K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Richmond Investment Services reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Richmond Investment Services sold 1,700 iShares US Technology ETF shares in Q1 2026, an estimated $339K.
Richmond Investment Services first reported a position in iShares US Technology ETF in Q4 2024 and held it in 4 quarters.
Richmond Investment Services's iShares US Technology ETF position peaked at $718K in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.