Stone House Investment Management’s iShares US Technology ETF IYW Stock Holding History

Stone House Investment 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	$194K	Sell	1,070 -4,551	-81%	-$879K	0.03%	80
2025 Q4	$1.12M	Sell	5,621 -1,246	-18%	-$249K	0.17%	33
2025 Q3	$1.34M	Sell	6,867 -72,096	-91%	-$13.2M	0.23%	31
2025 Q2	$13.7M	Buy	78,963 +7,792	+11%	+$1.18M	2.52%	13
2025 Q1	$10M	Buy	71,171 +11,526	+19%	+$1.8M	2.03%	14
2024 Q4	$9.51M	Sell	59,645 -13,766	-19%	-$2.18M	2.42%	14
2024 Q3	$11.1M	Sell	73,411 -4,165	-5%	-$612K	2.3%	14
2024 Q2	$11.7M	Buy	77,576 +3,827	+5%	+$529K	3.03%	9
2024 Q1	$9.96M	Buy	73,749 +25,365	+52%	+$3.3M	2.34%	13
2023 Q4	$5.94M	Buy	48,384 +7,628	+19%	+$864K	2.05%	13
2023 Q3	$4.28M	Sell	40,756 -28,465	-41%	-$3.1M	1.49%	16
2023 Q2	$7.54M	Buy	69,221 +3,385	+5%	+$332K	2.73%	13
2023 Q1	$6.11M	Buy	65,836 +11,581	+21%	+$972K	2.07%	13
2022 Q4	$4.04M	Buy	+54,255	New	+$4.15M	1.44%	15

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 $374B AUM 17.66% 1-Year Est. Return

RIG

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

Stone House Investment Management's IYW Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares US Technology ETF (IYW) stake by 81% in Q1 2026, selling an estimated $879K and leaving 1,070 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #80.

Stone House Investment Management first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Stone House Investment Management held 1,070 shares of iShares US Technology ETF worth $194K as of Q1 2026.
Stone House Investment Management sold 4,551 iShares US Technology ETF shares in Q1 2026, an estimated $879K.
iShares US Technology ETF made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #80 holding.
Stone House Investment Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
Stone House Investment Management's iShares US Technology ETF position peaked at $13.7M in Q2 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.