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Simplicity Wealth’s iShares US Technology ETF IYW Stock Holding History

Simplicity Wealth’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
-1,546
Closed -$309K – 776
2025
Q4 		$309K Sell
1,546
-548
-26% -$110K 0.02% 548
2025
Q3 		$410K Sell
2,094
-21,750
-91% -$3.98M 0.02% 491
2025
Q2 		$4.13M Buy
23,844
+10,854
+84% +$1.65M 0.17% 134
2025
Q1 		$1.82M Buy
+12,990
New +$2.02M 0.14% 161
2024
Q4 		– Sell
-14,538
Closed -$2.2M – 442
2024
Q3 		$2.2M Sell
14,538
-57,384
-80% -$8.44M 0.2% 103
2024
Q2 		$10.8M Sell
71,922
-11,398
-14% -$1.58M 0.24% 82
2024
Q1 		$11.3M Buy
83,320
+71,147
+584% +$9.26M 0.27% 74
2023
Q4 		$1.49M Buy
12,173
+5,587
+85% +$633K 0.58% 33
2023
Q3 		$691K Sell
6,586
-4,321
-40% -$470K 0.4% 37
2023
Q2 		$1.19M Buy
10,907
+628
+6% +$61.7K 0.74% 26
2023
Q1 		$954K Buy
10,279
+4,972
+94% +$417K 0.63% 30
2022
Q4 		$395K Buy
+5,307
New +$406K 0.35% 40

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

Simplicity Wealth's IYW Position: Q1 2026 in Review

Simplicity Wealth sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,546 shares — an estimated $309K sold.

Simplicity Wealth first reported a position in IYW in Q4 2022 and held it in 12 quarters. The position peaked at $11.3M in Q1 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Simplicity Wealth reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 1,546 iShares US Technology ETF shares in Q1 2026, an estimated $309K.
  • Simplicity Wealth first reported a position in iShares US Technology ETF in Q4 2022 and held it in 12 quarters.
  • Simplicity Wealth's iShares US Technology ETF position peaked at $11.3M in Q1 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.