RiverFront Investment Group’s iShares US Technology ETF IYW Stock Holding History

RiverFront Investment Group’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	$182M	Buy	1,005,018 +86,618	+9%	+$16.7M	2.82%	8
2025 Q4	$183M	Buy	918,400 +20,409	+2%	+$4.08M	3.02%	7
2025 Q3	$177M	Buy	897,991 +36,396	+4%	+$6.66M	3.11%	8
2025 Q2	$149M	Buy	861,595 +23,387	+3%	+$3.55M	2.91%	10
2025 Q1	$118M	Buy	838,208 +25,540	+3%	+$3.98M	2.62%	12
2024 Q4	$130M	Buy	812,668 +39,242	+5%	+$6.21M	2.95%	8
2024 Q3	$117M	Buy	773,426 +47,548	+7%	+$6.99M	2.76%	12
2024 Q2	$109M	Buy	725,878 +50,202	+7%	+$6.94M	2.91%	12
2024 Q1	$91.3M	Buy	675,676 +122,748	+22%	+$16M	2.57%	13
2023 Q4	$67.9M	Buy	552,928 +13,654	+3%	+$1.55M	2.13%	13
2023 Q3	$56.6M	Buy	539,274 +15,549	+3%	+$1.69M	2.01%	18
2023 Q2	$57M	Buy	523,725 +3,832	+0.7%	+$376K	1.86%	17
2023 Q1	$48.3M	Sell	519,893 -154,697	-23%	-$13M	1.7%	18
2022 Q4	$8.39M	Sell	674,590 -170,995	-20%	-$13.1M	1.91%	17
2022 Q3	$64M	Sell	845,585 -62,137	-7%	-$5.27M	2.4%	15
2022 Q2	$72.6M	Buy	907,722 +334,900	+58%	+$29.6M	2.73%	13
2022 Q1	$59M	Sell	572,822 -299,673	-34%	-$30.6M	1.89%	17
2021 Q4	$100M	Buy	872,495 +370,683	+74%	+$41.2M	3.12%	11
2021 Q3	$50.8M	Sell	501,812 -391,783	-44%	-$40.9M	1.69%	19
2021 Q2	$88.8M	Sell	893,595 -3,458	-0.4%	-$322K	1.79%	16
2021 Q1	$78.7M	Sell	897,053 -13,226	-1%	-$1.16M	1.66%	17
2020 Q4	$77.4M	Sell	910,279 -40,317	-4%	-$3.22M	1.7%	15
2020 Q3	$71.5M	Sell	950,596 -33,280	-3%	-$2.43M	1.69%	16
2020 Q2	$66.4M	Sell	983,876 -8,104	-0.8%	-$489K	1.62%	16
2020 Q1	$45.4M	Sell	991,980 -24,888	-2%	-$1.44M	1.77%	18
2019 Q4	$59.1M	Sell	1,016,868 -39,188	-4%	-$2.13M	1.43%	20
2019 Q3	$53.9M	Sell	1,056,056 -32,412	-3%	-$1.65M	1.33%	21
2019 Q2	$53.8M	Sell	1,088,468 -27,604	-2%	-$1.35M	1.35%	23
2019 Q1	$53.2M	Sell	1,116,072 -30,268	-3%	-$1.35M	1.32%	24
2018 Q4	$45.8M	Buy	+1,146,340	New	+$49.6M	1.24%	25

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

RiverFront Investment Group's IYW Position: Q1 2026 in Review

RiverFront Investment Group increased its iShares US Technology ETF (IYW) stake by 9.4% in Q1 2026, buying an estimated $16.7M and bringing the position to 1,005,018 shares worth $182M. The position accounts for 2.82% of the portfolio, ranked #8.

RiverFront Investment Group first reported a position in IYW in Q4 2018 and has held it in 30 quarters since. The position peaked at $183M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

RiverFront Investment Group held 1,005,018 shares of iShares US Technology ETF worth $182M as of Q1 2026.
RiverFront Investment Group bought 86,618 iShares US Technology ETF shares in Q1 2026, an estimated $16.7M.
iShares US Technology ETF made up 2.82% of RiverFront Investment Group's portfolio in Q1 2026, its #8 holding.
RiverFront Investment Group first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 30 quarters since.
RiverFront Investment Group's iShares US Technology ETF position peaked at $183M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.