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Soundwatch Capital’s iShares US Technology ETF IYW Stock Holding History

Soundwatch Capital’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 		$250K Sell
1,378
-480
-26% -$92.8K 0.03% 40
2025
Q4 		$371K Buy
1,858
+171
+10% +$34.2K 0.06% 31
2025
Q3 		$330K Buy
+1,687
New +$309K 0.05% 28
2025
Q1 		– Sell
-1,593
Closed -$254K – 34
2024
Q4 		$254K Buy
1,593
+242
+18% +$38.3K 0.03% 33
2024
Q3 		$205K Buy
+1,351
New +$199K 0.03% 34
2023
Q4 		– Sell
-3,990
Closed -$419K – 36
2023
Q3 		$419K Sell
3,990
-8,476
-68% -$922K 0.09% 18
2023
Q2 		$409K Buy
12,466
+9,820
+371% +$964K 0.1% 19
2023
Q1 		$246K Buy
+2,646
New +$222K 0.06% 20
2022
Q1 		– Sell
-3,678
Closed -$422K – 22
2021
Q4 		$422K Hold
3,678
– – 0.09% 20
2021
Q3 		$372K Buy
+3,678
New +$384K 0.04% 20
2021
Q2 		– Sell
-2,585
Closed -$227K – 15
2021
Q1 		$227K Buy
2,585
+1
+0% +$88 0.08% 22
2020
Q4 		$220K Buy
+2,584
New +$206K 0.15% 24

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

Soundwatch Capital's IYW Position: Q1 2026 in Review

Soundwatch Capital reduced its iShares US Technology ETF (IYW) stake by 26% in Q1 2026, selling an estimated $92.8K and leaving 1,378 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #40.

Soundwatch Capital first reported a position in IYW in Q4 2020 and has held it in 12 quarters since. The position peaked at $422K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Soundwatch Capital held 1,378 shares of iShares US Technology ETF worth $250K as of Q1 2026.
  • Soundwatch Capital sold 480 iShares US Technology ETF shares in Q1 2026, an estimated $92.8K.
  • iShares US Technology ETF made up 0.03% of Soundwatch Capital's portfolio in Q1 2026, its #40 holding.
  • Soundwatch Capital first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 12 quarters since.
  • Soundwatch Capital's iShares US Technology ETF position peaked at $422K in Q4 2021.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.