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SOA Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

SOA Wealth Advisors’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 		$340K Hold
1,875
– – 0.06% 149
2025
Q4 		$374K Buy
1,875
+1
+0.1% +$200 0.06% 146
2025
Q3 		$367K Hold
1,874
– – 0.06% 147
2025
Q2 		$325K Buy
1,874
+1
+0.1% +$152 0.06% 153
2025
Q1 		$263K Sell
1,873
-634
-25% -$98.8K 0.05% 163
2024
Q4 		$400K Sell
2,507
-373
-13% -$59K 0.07% 130
2024
Q3 		$437K Buy
2,880
+1
+0% +$147 0.08% 120
2024
Q2 		$433K Sell
2,879
-188
-6% -$26K 0.09% 120
2024
Q1 		$414K Buy
3,067
+1
+0% +$130 0.09% 120
2023
Q4 		$376K Buy
3,066
+3
+0.1% +$340 0.08% 120
2023
Q3 		$321K Hold
3,063
– – 0.08% 124
2023
Q2 		$334K Buy
3,063
+1
+0% +$98 0.08% 125
2023
Q1 		$284K Buy
3,062
+18
+0.6% +$1.51K 0.07% 130
2022
Q4 		$227K Buy
3,044
+6
+0.2% +$459 0.06% 139
2022
Q3 		$222K Hold
3,038
– – 0.07% 138
2022
Q2 		$242K Sell
3,038
-291
-9% -$25.8K 0.07% 131
2022
Q1 		$343K Buy
3,329
+1
+0% +$102 0.08% 121
2021
Q4 		$384K Buy
3,328
+4
+0.1% +$444 0.09% 110
2021
Q3 		$336K Hold
3,324
– – 0.09% 125
2021
Q2 		$330K Buy
3,324
+3
+0.1% +$280 0.08% 126
2021
Q1 		$291K Hold
3,321
– – 0.08% 124
2020
Q4 		$304K Buy
+3,321
New +$265K 0.08% 115

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

SOA Wealth Advisors's IYW Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 1,875 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #149.

SOA Wealth Advisors first reported a position in IYW in Q4 2020 and has held it in 22 quarters since. The position peaked at $437K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • SOA Wealth Advisors held 1,875 shares of iShares US Technology ETF worth $340K as of Q1 2026.
  • SOA Wealth Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.06% of SOA Wealth Advisors's portfolio in Q1 2026, its #149 holding.
  • SOA Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's iShares US Technology ETF position peaked at $437K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.