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

Smithbridge 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 		– Sell
-3,188
Closed -$637K – 190
2025
Q4 		$637K Buy
3,188
+1,385
+77% +$277K 0.05% 133
2025
Q3 		$353K Hold
1,803
– – 0.05% 133
2025
Q2 		$312K Sell
1,803
-312
-15% -$47.3K 0.05% 111
2025
Q1 		$297K Buy
+2,115
New +$329K 0.06% 109
2024
Q3 		$1.32M Sell
8,675
-457
-5% -$67.2K 0.23% 76
2024
Q2 		$1.37M Sell
9,132
-1,460
-14% -$202K 0.29% 74
2024
Q1 		$1.43M Sell
10,592
-167
-2% -$21.7K 0.3% 75
2023
Q4 		$1.32M Sell
10,759
-1,217
-10% -$138K 0.3% 75
2023
Q3 		$1.26M Sell
11,976
-213
-2% -$23.2K 0.31% 74
2023
Q2 		$1.33M Sell
12,189
-42
-0.3% -$4.13K 0.31% 74
2023
Q1 		$1.14M Sell
12,231
-3,892
-24% -$327K 0.28% 77
2022
Q4 		$1.2M Sell
16,123
-55
-0.3% -$4.21K 0.32% 80
2022
Q3 		$1.19M Sell
16,178
-1,138
-7% -$96.5K 0.49% 54
2022
Q2 		$1.38M Sell
17,316
-20,462
-54% -$1.81M 0.53% 54
2022
Q1 		$3.89M Sell
37,778
-5,693
-13% -$581K 1.29% 34
2021
Q4 		$4.99M Sell
43,471
-469
-1% -$52.1K 1.52% 27
2021
Q3 		$4.45M Sell
43,940
-769
-2% -$80.2K 1.48% 30
2021
Q2 		$4.44M Buy
+44,709
New +$4.17M 1.45% 30

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

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

Smithbridge Asset Management sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 3,188 shares — an estimated $637K sold.

Smithbridge Asset Management first reported a position in IYW in Q2 2021 and held it in 18 quarters. The position peaked at $4.99M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Smithbridge Asset Management reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Smithbridge Asset Management sold 3,188 iShares US Technology ETF shares in Q1 2026, an estimated $637K.
  • Smithbridge Asset Management first reported a position in iShares US Technology ETF in Q2 2021 and held it in 18 quarters.
  • Smithbridge Asset Management's iShares US Technology ETF position peaked at $4.99M in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.