River Wealth Advisors
IYW icon

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
Q3 		$322K Hold
1,217
– – 0.03% 165
2026
Q2 		$307K Hold
1,217
– – 0.03% 189
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 +$8.84K ﹤0.01% 454

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

River Wealth Advisors's IYW Position: Q3 2026 in Review

River Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,217 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #165.

River Wealth Advisors first reported a position in IYW in Q2 2018 and has held it in 9 quarters since. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • River Wealth Advisors held 1,217 shares of iShares US Technology ETF worth $322K as of Q3 2026.
  • River Wealth Advisors left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.03% of River Wealth Advisors's portfolio in Q3 2026, its #165 holding.
  • River Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 9 quarters since.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.