SageView Advisory Group’s iShares US Technology ETF IYW Stock Holding History

SageView Advisory 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	–	Sell	-93	Closed	-$18.6K	–	1519
2025 Q4	$18.6K	Buy	+93	New	+$18.6K	﹤0.01%	1488
2024 Q2	–	Sell	-63,184	Closed	-$6.62M	–	628
2024 Q1	$6.62M	Buy	+63,184	New	+$8.22M	0.33%	41

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

SageView Advisory Group's IYW Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 93 shares — an estimated $18.6K sold.

SageView Advisory Group first reported a position in IYW in Q1 2024 and held it in 2 quarters. The position peaked at $6.62M in Q1 2024. 1,183 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

SageView Advisory Group reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 93 iShares US Technology ETF shares in Q1 2026, an estimated $18.6K.
SageView Advisory Group first reported a position in iShares US Technology ETF in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's iShares US Technology ETF position peaked at $6.62M in Q1 2024.
1,183 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.