Steelhead Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Steelhead Wealth 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	$2.06M	Buy	+11,348	New	+$2.19M	1.04%	24

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 $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Steelhead Wealth Management's IYW Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 11,348 shares worth $2.06M. The stake represents 1.04% of the portfolio and ranks #24 among its holdings.

1,177 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Steelhead Wealth Management held 11,348 shares of iShares US Technology ETF worth $2.06M as of Q1 2026.
iShares US Technology ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares US Technology ETF made up 1.04% of Steelhead Wealth Management's portfolio in Q1 2026, its #24 holding.
1,177 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.