Savvy Advisors Inc’s iShares US Technology ETF IYW Stock Holding History

Savvy Advisors Inc’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	$510K	Sell	2,810 -78	-3%	-$15.1K	0.01%	665
2025 Q4	$577K	Sell	2,888 -435	-13%	-$87K	0.02%	522
2025 Q3	$651K	Sell	3,323 -234	-7%	-$42.8K	0.03%	371
2025 Q2	$616K	Sell	3,557 -682	-16%	-$103K	0.04%	316
2025 Q1	$595K	Buy	4,239 +2,519	+146%	+$392K	0.06%	261
2024 Q4	$274K	Buy	1,720 +112	+7%	+$17.7K	0.03%	360
2024 Q3	$244K	Sell	1,608 -1,350	-46%	-$199K	0.05%	298
2024 Q2	$445K	Buy	+2,958	New	+$409K	0.15%	159

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

Savvy Advisors Inc's IYW Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares US Technology ETF (IYW) stake by 2.7% in Q1 2026, selling an estimated $15.1K and leaving 2,810 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #665.

Savvy Advisors Inc first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $651K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Savvy Advisors Inc held 2,810 shares of iShares US Technology ETF worth $510K as of Q1 2026.
Savvy Advisors Inc sold 78 iShares US Technology ETF shares in Q1 2026, an estimated $15.1K.
iShares US Technology ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #665 holding.
Savvy Advisors Inc first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's iShares US Technology ETF position peaked at $651K in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.