River Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

River Wealth Advisors’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	$221K	Hold	1,217	–	–	0.03%	198
2025 Q4	$243K	Hold	1,217	–	–	0.03%	193
2025 Q3	$238K	Hold	1,217	–	–	0.03%	192
2025 Q2	$211K	Buy	+1,217	New	+$184K	0.03%	199
2019 Q1	–	Sell	-200	Closed	-$8K	–	331
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	434
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	446
2018 Q2	$9K	Buy	+200	New	+$8.85K	﹤0.01%	454

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

River Wealth Advisors's IYW Position: Q1 2026 in Review

River Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,217 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #198.

River Wealth Advisors first reported a position in IYW in Q2 2018 and has held it in 7 quarters since. The position peaked at $243K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

River Wealth Advisors held 1,217 shares of iShares US Technology ETF worth $221K as of Q1 2026.
River Wealth Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #198 holding.
River Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 7 quarters since.
River Wealth Advisors's iShares US Technology ETF position peaked at $243K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.