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Savant Capital’s iShares US Technology ETF IYW Stock Holding History

Savant 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 		$2.33M Sell
12,825
-502
-4% -$97K 0.01% 391
2025
Q4 		$2.66M Buy
13,327
+615
+5% +$123K 0.02% 357
2025
Q3 		$2.49M Buy
12,712
+119
+0.9% +$21.8K 0.02% 352
2025
Q2 		$2.18M Buy
12,593
+220
+2% +$33.3K 0.02% 347
2025
Q1 		$1.74M Sell
12,373
-776
-6% -$121K 0.01% 355
2024
Q4 		$2.1M Buy
13,149
+8,224
+167% +$1.3M 0.02% 431
2024
Q3 		$747K Buy
4,925
+529
+12% +$77.8K 0.01% 740
2024
Q2 		$662K Buy
4,396
+30
+0.7% +$4.15K 0.01% 704
2024
Q1 		$590K Sell
4,366
-47
-1% -$6.12K 0.01% 682
2023
Q4 		$542K Buy
4,413
+49
+1% +$5.55K 0.01% 545
2023
Q3 		$458K Buy
4,364
+17
+0.4% +$1.85K 0.01% 540
2023
Q2 		$473K Buy
4,347
+19
+0.4% +$1.87K 0.01% 523
2023
Q1 		$402K Buy
4,328
+139
+3% +$11.7K 0.01% 517
2022
Q4 		$312K Buy
+4,189
New +$320K 0.01% 455
2015
Q3 		– Sell
-11,220
Closed -$294K – 214
2015
Q2 		$294K Sell
11,220
-3,180
-22% -$85.8K 0.1% 162
2015
Q1 		$378K Buy
14,400
+4,880
+51% +$128K 0.13% 129
2014
Q4 		$248K Sell
9,520
-2,360
-20% -$60.2K 0.09% 182
2014
Q3 		$299K Buy
+11,880
New +$297K 0.13% 137

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Savant Capital's IYW Position: Q1 2026 in Review

Savant Capital reduced its iShares US Technology ETF (IYW) stake by 3.8% in Q1 2026, selling an estimated $97K and leaving 12,825 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #391.

Savant Capital first reported a position in IYW in Q3 2014 and has held it in 18 quarters since. The position peaked at $2.66M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Savant Capital held 12,825 shares of iShares US Technology ETF worth $2.33M as of Q1 2026.
  • Savant Capital sold 502 iShares US Technology ETF shares in Q1 2026, an estimated $97K.
  • iShares US Technology ETF made up 0.01% of Savant Capital's portfolio in Q1 2026, its #391 holding.
  • Savant Capital first reported a position in iShares US Technology ETF in Q3 2014 and has held it in 18 quarters since.
  • Savant Capital's iShares US Technology ETF position peaked at $2.66M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.