Smith, Moore & Co’s iShares US Technology ETF IYW Stock Holding History

Smith, Moore & Co’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	$472K	Sell	2,600 -150	-5%	-$29K	0.03%	345
2025 Q4	$549K	Hold	2,750	–	–	0.04%	305
2025 Q3	$539K	Buy	2,750 +150	+6%	+$27.4K	0.04%	302
2025 Q2	$451K	Sell	2,600 -8	-0.3%	-$1.21K	0.04%	315
2025 Q1	$366K	Buy	2,608 +498	+24%	+$77.6K	0.03%	334
2024 Q4	$337K	Buy	2,110 +533	+34%	+$84.3K	0.03%	349
2024 Q3	$239K	Sell	1,577 -33	-2%	-$4.85K	0.02%	410
2024 Q2	$242K	Buy	1,610 +55	+4%	+$7.6K	0.03%	389
2024 Q1	$210K	Buy	+1,555	New	+$202K	0.02%	404

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

Smith, Moore & Co's IYW Position: Q1 2026 in Review

Smith, Moore & Co reduced its iShares US Technology ETF (IYW) stake by 5.5% in Q1 2026, selling an estimated $29K and leaving 2,600 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #345.

Smith, Moore & Co first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $549K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Smith, Moore & Co held 2,600 shares of iShares US Technology ETF worth $472K as of Q1 2026.
Smith, Moore & Co sold 150 iShares US Technology ETF shares in Q1 2026, an estimated $29K.
iShares US Technology ETF made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #345 holding.
Smith, Moore & Co first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
Smith, Moore & Co's iShares US Technology ETF position peaked at $549K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.