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

Stillwater Wealth Management Group’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	$1.12M	Buy	6,180 +330	+6%	+$63.8K	0.69%	41
2025 Q4	$1.17M	Sell	5,850 -10	-0.2%	-$2K	0.79%	37
2025 Q3	$1.15M	Buy	+5,860	New	+$1.07M	0.8%	37
2025 Q1	$822K	Sell	5,850 -1,072	-15%	-$167K	0.71%	35
2024 Q4	$1.1M	Buy	+6,922	New	+$1.1M	0.99%	38

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

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

Stillwater Wealth Management Group's IYW Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its iShares US Technology ETF (IYW) stake by 5.6% in Q1 2026, buying an estimated $63.8K and bringing the position to 6,180 shares worth $1.12M. The position accounts for 0.69% of the portfolio, ranked #41.

Stillwater Wealth Management Group first reported a position in IYW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Stillwater Wealth Management Group held 6,180 shares of iShares US Technology ETF worth $1.12M as of Q1 2026.
Stillwater Wealth Management Group bought 330 iShares US Technology ETF shares in Q1 2026, an estimated $63.8K.
iShares US Technology ETF made up 0.69% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #41 holding.
Stillwater Wealth Management Group first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 5 quarters since.
Stillwater Wealth Management Group's iShares US Technology ETF position peaked at $1.17M in Q4 2025.
1,183 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.