ShoreHaven Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

ShoreHaven Wealth 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	–	Sell	-8,985	Closed	-$1.79M	–	111
2025 Q4	$1.79M	Buy	+8,985	New	+$1.8M	0.64%	32
2025 Q3	–	Sell	-21,083	Closed	-$3.65M	–	107
2025 Q2	$3.65M	Sell	21,083 -2,465	-10%	-$374K	1.5%	19
2025 Q1	$3.31M	Buy	23,548 +562	+2%	+$87.5K	1.58%	18
2024 Q4	$3.67M	Sell	22,986 -489	-2%	-$77.4K	1.73%	15
2024 Q3	$3.56M	Buy	23,475 +1,146	+5%	+$169K	1.72%	17
2024 Q2	$3.36M	Sell	22,329 -554	-2%	-$76.6K	1.77%	17
2024 Q1	$3.09M	Buy	22,883 +1,643	+8%	+$214K	1.7%	19
2023 Q4	$2.61M	Buy	21,240 +5,766	+37%	+$653K	1.59%	20
2023 Q3	$1.62M	Sell	15,474 -18,881	-55%	-$2.05M	1.12%	24
2023 Q2	$3.74M	Buy	34,355 +432	+1%	+$42.4K	2.5%	14
2023 Q1	$3.15M	Buy	33,923 +8,465	+33%	+$710K	2.21%	16
2022 Q4	$1.9M	Buy	+25,458	New	+$1.95M	1.34%	20

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

ShoreHaven Wealth Partners's IYW Position: Q1 2026 in Review

ShoreHaven Wealth Partners sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 8,985 shares — an estimated $1.79M sold.

ShoreHaven Wealth Partners first reported a position in IYW in Q4 2022 and held it in 12 quarters. The position peaked at $3.74M in Q2 2023. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

ShoreHaven Wealth Partners reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
ShoreHaven Wealth Partners sold 8,985 iShares US Technology ETF shares in Q1 2026, an estimated $1.79M.
ShoreHaven Wealth Partners first reported a position in iShares US Technology ETF in Q4 2022 and held it in 12 quarters.
ShoreHaven Wealth Partners's iShares US Technology ETF position peaked at $3.74M in Q2 2023.
1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.