Sagespring Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Sagespring Wealth Partners’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	$18.8M	Sell	103,774 -598,484	-85%	-$116M	0.34%	44
2025 Q4	$100M	Sell	702,258 -34,898	-5%	-$6.98M	1.83%	16
2025 Q3	$105M	Buy	737,156 +214,654	+41%	+$39.3M	2.06%	12
2025 Q2	$90.5M	Sell	522,502 -34,338	-6%	-$5.21M	1.95%	13
2025 Q1	$78.2M	Sell	556,840 -8,831	-2%	-$1.38M	1.97%	13
2024 Q4	$90.2M	Buy	+565,671	New	+$89.5M	2.38%	11

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 $7.56B AUM 23.82% 1-Year Est. Return

Sagespring Wealth Partners's IYW Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 85% in Q1 2026, selling an estimated $116M and leaving 103,774 shares worth $18.8M. The position accounts for 0.34% of the portfolio, ranked #44.

Sagespring Wealth Partners first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $105M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Sagespring Wealth Partners held 103,774 shares of iShares US Technology ETF worth $18.8M as of Q1 2026.
Sagespring Wealth Partners sold 598,484 iShares US Technology ETF shares in Q1 2026, an estimated $116M.
iShares US Technology ETF made up 0.34% of Sagespring Wealth Partners's portfolio in Q1 2026, its #44 holding.
Sagespring Wealth Partners first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares US Technology ETF position peaked at $105M in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.