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Secure Asset Management’s iShares US Technology ETF IYW Stock Holding History

Secure Asset Management’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
-19,129
Closed -$3.82M – 354
2025
Q4 		$3.82M Sell
19,129
-2,578
-12% -$516K 0.6% 40
2025
Q3 		$4.28M Sell
21,707
-299
-1% -$54.7K 0.71% 31
2025
Q2 		$3.81M Sell
22,006
-1,686
-7% -$256K 0.7% 30
2025
Q1 		$3.33M Buy
23,692
+791
+3% +$123K 0.67% 34
2024
Q4 		$3.65M Sell
22,901
-1,207
-5% -$191K 0.55% 36
2024
Q3 		$3.66M Sell
24,108
-363
-1% -$53.4K 0.62% 30
2024
Q2 		$3.68M Buy
24,471
+18,825
+333% +$2.6M 0.7% 27
2024
Q1 		$763K Buy
5,646
+3,603
+176% +$469K 0.18% 112
2023
Q4 		$251K Buy
2,043
+40
+2% +$4.53K 0.07% 193
2023
Q3 		$210K Buy
2,003
+79
+4% +$8.59K 0.06% 202
2023
Q2 		$209K Buy
+1,924
New +$189K 0.06% 182
2022
Q1 		– Sell
-1,907
Closed -$219K – 219
2021
Q4 		$219K Buy
+1,907
New +$212K 0.09% 187

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
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

Secure Asset Management's IYW Position: Q1 2026 in Review

Secure Asset Management sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 19,129 shares — an estimated $3.82M sold.

Secure Asset Management first reported a position in IYW in Q4 2021 and held it in 12 quarters. The position peaked at $4.28M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Secure Asset Management reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 19,129 iShares US Technology ETF shares in Q1 2026, an estimated $3.82M.
  • Secure Asset Management first reported a position in iShares US Technology ETF in Q4 2021 and held it in 12 quarters.
  • Secure Asset Management's iShares US Technology ETF position peaked at $4.28M in Q3 2025.
  • 1,182 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.