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Silver Oak Securities’s iShares US Technology ETF IYW Stock Holding History

Silver Oak Securities’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 		$2.14M Sell
11,796
-1,462
-11% -$283K 0.16% 144
2025
Q4 		$2.67M Buy
13,258
+1,660
+14% +$332K 0.18% 126
2025
Q3 		$2.27M Buy
11,598
+884
+8% +$162K 0.17% 126
2025
Q2 		$1.86M Sell
10,714
-923
-8% -$140K 0.15% 150
2025
Q1 		$1.64M Buy
11,637
+2,496
+27% +$389K 0.15% 155
2024
Q4 		$1.47M Sell
9,141
-5,423
-37% -$858K 0.14% 157
2024
Q3 		$2.19M Buy
+14,564
New +$2.14M 0.23% 98
2024
Q2 		– Sell
-8,557
Closed -$1.16M – 510
2024
Q1 		$1.16M Sell
8,557
-15,897
-65% -$2.07M 0.18% 126
2023
Q4 		$3M Buy
24,454
+13,566
+125% +$1.54M 0.4% 56
2023
Q3 		$1.14M Sell
10,888
-2,347
-18% -$255K 0.25% 73
2023
Q2 		$1.44M Buy
13,235
+5,777
+77% +$567K 0.23% 92
2023
Q1 		$692K Buy
7,458
+12
+0.2% +$1.01K 0.11% 153
2022
Q4 		$555K Sell
7,446
-3,442
-32% -$263K 0.1% 141
2022
Q3 		$1.14M Buy
10,888
+1,536
+16% +$130K 0.25% 73
2022
Q2 		$797K Sell
9,352
-1,474
-14% -$130K 0.18% 97
2022
Q1 		$1.06M Buy
+10,826
New +$1.11M 0.21% 106

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Silver Oak Securities's IYW Position: Q1 2026 in Review

Silver Oak Securities reduced its iShares US Technology ETF (IYW) stake by 11% in Q1 2026, selling an estimated $283K and leaving 11,796 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #144.

Silver Oak Securities first reported a position in IYW in Q1 2022 and has held it in 16 quarters since. The position peaked at $3M in Q4 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Silver Oak Securities held 11,796 shares of iShares US Technology ETF worth $2.14M as of Q1 2026.
  • Silver Oak Securities sold 1,462 iShares US Technology ETF shares in Q1 2026, an estimated $283K.
  • iShares US Technology ETF made up 0.16% of Silver Oak Securities's portfolio in Q1 2026, its #144 holding.
  • Silver Oak Securities first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 16 quarters since.
  • Silver Oak Securities's iShares US Technology ETF position peaked at $3M in Q4 2023.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.