SignatureFD’s iShares US Technology ETF IYW Stock Holding History

SignatureFD’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	$188K	Hold	1,038	–	–	﹤0.01%	1038
2025 Q4	$207K	Hold	1,038	–	–	﹤0.01%	950
2025 Q3	$203K	Sell	1,038 -124	-11%	-$22.7K	﹤0.01%	953
2025 Q2	$201K	Hold	1,162	–	–	﹤0.01%	916
2025 Q1	$163K	Buy	1,162 +214	+23%	+$33.3K	﹤0.01%	978
2024 Q4	$151K	Sell	948 -63	-6%	-$9.97K	﹤0.01%	1008
2024 Q3	$153K	Sell	1,011 -32	-3%	-$4.71K	﹤0.01%	1003
2024 Q2	$157K	Buy	1,043 +148	+17%	+$20.5K	﹤0.01%	934
2024 Q1	$121K	Buy	895 +243	+37%	+$31.6K	﹤0.01%	1089
2023 Q4	$80.1K	Buy	652 +207	+47%	+$23.4K	﹤0.01%	1231
2023 Q3	$46.7K	Buy	445 +224	+101%	+$24.4K	﹤0.01%	1426
2023 Q2	$24.1K	Buy	221 +14	+7%	+$1.38K	﹤0.01%	1792
2023 Q1	$19.2K	Sell	207 -37	-15%	-$3.1K	﹤0.01%	1896
2022 Q4	$18.2K	Sell	244 -26	-10%	-$1.99K	﹤0.01%	1851
2022 Q3	$20K	Buy	270 +19	+8%	+$1.61K	﹤0.01%	1732
2022 Q2	$20K	Sell	251 -74	-23%	-$6.55K	﹤0.01%	1777
2022 Q1	$33K	Buy	325 +35	+12%	+$3.57K	﹤0.01%	1583
2021 Q4	$33K	Buy	290 +166	+134%	+$18.4K	﹤0.01%	1547
2021 Q3	$13K	Buy	124 +70	+130%	+$7.3K	﹤0.01%	1943
2021 Q2	$5K	Buy	54 +19	+54%	+$1.77K	﹤0.01%	2274
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	2345
2020 Q4	$3K	Sell	35 -285	-89%	-$22.8K	﹤0.01%	2139
2020 Q3	$24K	Hold	320	–	–	﹤0.01%	1293
2020 Q2	$22K	Buy	320 +28	+10%	+$1.69K	﹤0.01%	1303
2020 Q1	$15K	Hold	292	–	–	﹤0.01%	1342
2019 Q4	$17K	Hold	292	–	–	﹤0.01%	1327
2019 Q3	$15K	Hold	292	–	–	﹤0.01%	1321
2019 Q2	$14K	Buy	292 +20	+7%	+$978	﹤0.01%	1314
2019 Q1	$13K	Buy	+272	New	+$12.1K	﹤0.01%	1323
2018 Q4	–	Sell	-200	Closed	-$10K	–	2007
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	1383
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	1413
2018 Q1	$8K	Buy	+200	New	+$8.61K	﹤0.01%	1292
2016 Q4	–	Sell	-2,280	Closed	-$68K	–	725
2016 Q3	$68K	Hold	2,280	–	–	0.01%	458
2016 Q2	$60K	Buy	+2,280	New	+$60.2K	0.01%	425
2015 Q3	–	Sell	-37,600	Closed	-$984K	–	1298
2015 Q2	$984K	Sell	37,600 -208	-0.6%	-$5.61K	0.21%	32
2015 Q1	$992K	Hold	37,808	–	–	0.24%	33
2014 Q4	$987K	Buy	+37,808	New	+$964K	0.25%	33
2014 Q3	–	Sell	-1,080	Closed	-$26K	–	811
2014 Q2	$26K	Hold	1,080	–	–	0.01%	325
2014 Q1	$25K	Buy	1,080 +280	+35%	+$6.25K	0.01%	296
2013 Q4	$18K	Hold	800	–	–	0.01%	369
2013 Q3	$16K	Sell	800 -1,900	-70%	-$36.9K	0.01%	354
2013 Q2	$50K	Buy	+2,700	New	+$50.2K	0.03%	166

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

SignatureFD's IYW Position: Q1 2026 in Review

SignatureFD held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,038 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

SignatureFD first reported a position in IYW in Q2 2013 and has held it in 42 quarters since. The position peaked at $992K in Q1 2015. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

SignatureFD held 1,038 shares of iShares US Technology ETF worth $188K as of Q1 2026.
SignatureFD left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1038 holding.
SignatureFD first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 42 quarters since.
SignatureFD's iShares US Technology ETF position peaked at $992K in Q1 2015.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.