Rossmore Private Capital’s iShares US Technology ETF IYW Stock Holding History

Rossmore Private Capital’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	-400	Closed	-$79.9K	–	356
2025 Q4	$79.9K	Hold	400	–	–	0.01%	311
2025 Q3	$78.3K	Buy	+400	New	+$73.2K	0.01%	281

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 $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Rossmore Private Capital's IYW Position: Q1 2026 in Review

Rossmore Private Capital sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 400 shares — an estimated $79.9K sold.

Rossmore Private Capital first reported a position in IYW in Q3 2025 and held it in 2 quarters. The position peaked at $79.9K in Q4 2025. 1,177 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Rossmore Private Capital reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Rossmore Private Capital sold 400 iShares US Technology ETF shares in Q1 2026, an estimated $79.9K.
Rossmore Private Capital first reported a position in iShares US Technology ETF in Q3 2025 and held it in 2 quarters.
Rossmore Private Capital's iShares US Technology ETF position peaked at $79.9K in Q4 2025.
1,177 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.