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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
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 22.9% 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. 1,184 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.
  • 1,184 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.