Shared Vision Wealth Group’s iShares US Technology ETF IYW Stock Holding History

Shared Vision Wealth Group’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	$1.06M	Sell	5,839 -1,078	-16%	-$208K	0.43%	38
2025 Q4	$1.39M	Sell	6,917 -257	-4%	-$51.4K	0.56%	31
2025 Q3	$1.42M	Sell	7,174 -9,570	-57%	-$1.75M	0.6%	30
2025 Q2	$3.04M	Sell	16,744 -532	-3%	-$80.6K	1.52%	20
2025 Q1	$2.43M	Sell	17,276 -972	-5%	-$151K	1.32%	17
2024 Q4	$2.91M	Sell	18,248 -698	-4%	-$110K	1.53%	15
2024 Q3	$2.87M	Buy	18,946 +107	+0.6%	+$15.7K	1.53%	15
2024 Q2	$2.84M	Buy	18,839 +62	+0.3%	+$8.57K	1.65%	13
2024 Q1	$2.54M	Buy	18,777 +1,113	+6%	+$145K	1.58%	14
2023 Q4	$2.17M	Buy	+17,664	New	+$2M	1.45%	17

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

Shared Vision Wealth Group's IYW Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares US Technology ETF (IYW) stake by 16% in Q1 2026, selling an estimated $208K and leaving 5,839 shares worth $1.06M. The position accounts for 0.43% of the portfolio, ranked #38.

Shared Vision Wealth Group first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.04M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Shared Vision Wealth Group held 5,839 shares of iShares US Technology ETF worth $1.06M as of Q1 2026.
Shared Vision Wealth Group sold 1,078 iShares US Technology ETF shares in Q1 2026, an estimated $208K.
iShares US Technology ETF made up 0.43% of Shared Vision Wealth Group's portfolio in Q1 2026, its #38 holding.
Shared Vision Wealth Group first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares US Technology ETF position peaked at $3.04M in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.