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Smartleaf Asset Management’s iShares US Technology ETF IYW Stock Holding History

Smartleaf Asset Management’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 		$821K Sell
4,731
-1,294
-21% -$250K 0.03% 443
2025
Q4 		$1.21M Sell
6,025
-19,404
-76% -$3.88M 0.05% 342
2025
Q3 		$4.96M Sell
25,429
-5,850
-19% -$1.07M 0.31% 62
2025
Q2 		$5.37M Buy
31,279
+8,552
+38% +$1.3M 0.47% 44
2025
Q1 		$3.2M Buy
22,727
+2,179
+11% +$339K 0.31% 65
2024
Q4 		$3.31M Buy
20,548
+4,136
+25% +$654K 0.34% 58
2024
Q3 		$2.48M Buy
+16,412
New +$2.41M 0.3% 77

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

Smartleaf Asset Management's IYW Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares US Technology ETF (IYW) stake by 21% in Q1 2026, selling an estimated $250K and leaving 4,731 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #443.

Smartleaf Asset Management first reported a position in IYW in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Smartleaf Asset Management held 4,731 shares of iShares US Technology ETF worth $821K as of Q1 2026.
  • Smartleaf Asset Management sold 1,294 iShares US Technology ETF shares in Q1 2026, an estimated $250K.
  • iShares US Technology ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #443 holding.
  • Smartleaf Asset Management first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 7 quarters since.
  • Smartleaf Asset Management's iShares US Technology ETF position peaked at $5.37M in Q2 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.