Sandbox Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Sandbox Financial 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	–	Sell	-1,050	Closed	-$210K	–	122
2025 Q4	$210K	Hold	1,050	–	–	0.06%	116
2025 Q3	$206K	Buy	+1,050	New	+$192K	0.06%	124

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 $6.46B AUM 18.45% 1-Year Est. Return

Sandbox Financial Partners's IYW Position: Q1 2026 in Review

Sandbox Financial Partners sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,050 shares — an estimated $210K sold.

Sandbox Financial Partners first reported a position in IYW in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Sandbox Financial Partners reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Sandbox Financial Partners sold 1,050 iShares US Technology ETF shares in Q1 2026, an estimated $210K.
Sandbox Financial Partners first reported a position in iShares US Technology ETF in Q3 2025 and held it in 2 quarters.
Sandbox Financial Partners's iShares US Technology ETF position peaked at $210K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.