Sensible Money’s iShares US Technology ETF IYW Stock Holding History

Sensible Money’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	$581K	Hold	3,200	–	–	0.18%	38
2025 Q4	$639K	Hold	3,200	–	–	0.2%	37
2025 Q3	$627K	Hold	3,200	–	–	0.21%	36
2025 Q2	$554K	Hold	3,200	–	–	0.21%	36
2025 Q1	$449K	Hold	3,200	–	–	0.19%	41
2024 Q4	$510K	Hold	3,200	–	–	0.22%	39
2024 Q3	$485K	Hold	3,200	–	–	0.21%	39
2024 Q2	$482K	Hold	3,200	–	–	0.23%	37
2024 Q1	$432K	Hold	3,200	–	–	0.23%	41
2023 Q4	$393K	Hold	3,200	–	–	0.24%	40
2023 Q3	$336K	Hold	3,200	–	–	0.24%	45
2023 Q2	$348K	Hold	3,200	–	–	0.25%	45
2023 Q1	$297K	Hold	3,200	–	–	0.26%	50
2022 Q4	$238K	Buy	+3,200	New	+$245K	0.25%	59

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

Sensible Money's IYW Position: Q1 2026 in Review

Sensible Money held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 3,200 shares worth $581K. The position accounts for 0.18% of the portfolio, ranked #38.

Sensible Money first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $639K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Sensible Money held 3,200 shares of iShares US Technology ETF worth $581K as of Q1 2026.
Sensible Money left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.18% of Sensible Money's portfolio in Q1 2026, its #38 holding.
Sensible Money first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's iShares US Technology ETF position peaked at $639K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.