Simplex Trading
IYW icon

Simplex Trading’s iShares US Technology ETF IYW Stock Holding History

Simplex Trading’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 		$442K Buy
+2,438
New +$471K ﹤0.01% 3413
2025
Q4 		– Sell
-10,488
Closed -$2.05M – 9293
2025
Q3 		$2.05M Buy
+10,488
New +$1.92M ﹤0.01% 2301
2024
Q2 		– Sell
-2,593
Closed -$350K – 9296
2024
Q1 		$350K Buy
2,593
+348
+16% +$45.3K ﹤0.01% 4223
2023
Q4 		$275K Buy
+2,245
New +$254K ﹤0.01% 4322
2023
Q3 		– Sell
-1,785
Closed -$194K – 9215
2023
Q2 		$194K Buy
+1,785
New +$175K ﹤0.01% 4321
2022
Q3 		– Sell
-766
Closed -$61K – 10385
2022
Q2 		$61K Sell
766
-5,521
-88% -$489K ﹤0.01% 6230
2022
Q1 		$647K Buy
6,287
+1,752
+39% +$179K ﹤0.01% 3498
2021
Q4 		$520K Sell
4,535
-2,606
-36% -$289K ﹤0.01% 3733
2021
Q3 		$710K Hold
7,141
– – ﹤0.01% 3581
2021
Q2 		$709K Buy
+7,141
New +$666K ﹤0.01% 3634
2020
Q4 		– Sell
-8,040
Closed -$605K – 8696
2020
Q3 		$605K Buy
8,040
+6,032
+300% +$440K ﹤0.01% 2776
2020
Q2 		$135K Buy
+2,008
New +$121K ﹤0.01% 4457
2019
Q3 		– Sell
-5,292
Closed -$261K – 7553
2019
Q2 		$261K Buy
+5,292
New +$259K ﹤0.01% 3205
2019
Q1 		– Sell
-800
Closed -$31K – 7455
2018
Q4 		$31K Sell
800
-9,224
-92% -$399K ﹤0.01% 4977
2018
Q3 		$486K Buy
10,024
+3,436
+52% +$162K ﹤0.01% 2658
2018
Q2 		$293K Buy
6,588
+3,596
+120% +$159K ﹤0.01% 3037
2018
Q1 		$125K Buy
+2,992
New +$129K 0.01% 1618
2016
Q2 		– Sell
-224
Closed -$6K – 6115
2016
Q1 		$6K Buy
+224
New +$5.66K ﹤0.01% 3927

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 $7.56B AUM 23.82% 1-Year Est. Return

Simplex Trading's IYW Position: Q1 2026 in Review

Simplex Trading opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 2,438 shares worth $442K. The stake represents ﹤0.01% of the portfolio and ranks #3413 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IYW as recently as Q3 2025.

Simplex Trading first reported a position in IYW in Q1 2016 and has held it in 18 quarters since. The position peaked at $2.05M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Simplex Trading held 2,438 shares of iShares US Technology ETF worth $442K as of Q1 2026.
  • iShares US Technology ETF was a new Simplex Trading position in Q1 2026.
  • iShares US Technology ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3413 holding.
  • Simplex Trading first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 18 quarters since.
  • Simplex Trading's iShares US Technology ETF position peaked at $2.05M in Q3 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.