Shepherd Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Shepherd Financial Partners’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	$3.44M	Sell	18,957 -17,253	-48%	-$3.33M	0.33%	58
2025 Q4	$7.23M	Buy	36,210 +3,407	+10%	+$681K	0.67%	36
2025 Q3	$6.42M	Sell	32,803 -57,973	-64%	-$10.6M	0.61%	39
2025 Q2	$15.7M	Buy	90,776 +2,536	+3%	+$384K	1.66%	15
2025 Q1	$12.4M	Buy	+88,240	New	+$13.7M	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

Shepherd Financial Partners's IYW Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares US Technology ETF (IYW) stake by 48% in Q1 2026, selling an estimated $3.33M and leaving 18,957 shares worth $3.44M. The position accounts for 0.33% of the portfolio, ranked #58.

Shepherd Financial Partners first reported a position in IYW in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.7M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Shepherd Financial Partners held 18,957 shares of iShares US Technology ETF worth $3.44M as of Q1 2026.
Shepherd Financial Partners sold 17,253 iShares US Technology ETF shares in Q1 2026, an estimated $3.33M.
iShares US Technology ETF made up 0.33% of Shepherd Financial Partners's portfolio in Q1 2026, its #58 holding.
Shepherd Financial Partners first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 5 quarters since.
Shepherd Financial Partners's iShares US Technology ETF position peaked at $15.7M in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.