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Stonebridge Financial Planning Group’s iShares US Technology ETF IYW Stock Holding History

Stonebridge Financial Planning 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 		$9.96M Sell
54,905
-3,616
-6% -$699K 3.66% 2
2025
Q4 		$11.7M Sell
58,521
-2,070
-3% -$414K 4.22% 2
2025
Q3 		$11.9M Sell
60,591
-763
-1% -$140K 4.46% 2
2025
Q2 		$10.6M Sell
61,354
-1,775
-3% -$269K 4.44% 2
2025
Q1 		$8.87M Sell
63,129
-6,067
-9% -$945K 4.05% 2
2024
Q4 		$11M Sell
69,196
-3,432
-5% -$543K 4.93% 2
2024
Q3 		$11M Sell
72,628
-1,759
-2% -$259K 5.25% 2
2024
Q2 		$11.2M Sell
74,387
-1,543
-2% -$213K 5.63% 2
2024
Q1 		$10.3M Sell
75,930
-3,577
-4% -$466K 5.42% 2
2023
Q4 		$9.76M Sell
79,507
-4,894
-6% -$554K 5.62% 2
2023
Q3 		$8.86M Sell
84,401
-2,131
-2% -$232K 5.68% 2
2023
Q2 		$9.42M Sell
86,532
-1,685
-2% -$165K 5.74% 2
2023
Q1 		$8.19M Sell
88,217
-6,966
-7% -$585K 5.28% 2
2022
Q4 		$7.09M Sell
95,183
-1,894
-2% -$145K 4.72% 2
2022
Q3 		$7.12M Sell
97,077
-1,154
-1% -$97.9K 4.98% 2
2022
Q2 		$7.85M Sell
98,231
-9,807
-9% -$868K 5.33% 2
2022
Q1 		$11.1M Buy
108,038
+3,105
+3% +$317K 6.23% 2
2021
Q4 		$10.7M Buy
104,933
+1,324
+1% +$147K 5.62% 2
2021
Q3 		$11.6M Buy
103,609
+1,296
+1% +$135K 5.66% 2
2021
Q2 		$10.4M Sell
102,313
-390
-0.4% -$36.4K 5.51% 2
2021
Q1 		$9.6M Sell
102,703
-4,787
-4% -$419K 5.61% 2
2020
Q4 		$9.14M Buy
107,490
+3,850
+4% +$308K 5.79% 2
2020
Q3 		$8.18M Buy
103,640
+6,880
+7% +$502K 5.88% 2
2020
Q2 		$6.58M Buy
96,760
+3,696
+4% +$223K 5.6% 2
2020
Q1 		$5.02M Buy
93,064
+1,928
+2% +$112K 5% 2
2019
Q4 		$5.3M Buy
+91,136
New +$4.96M 4.79% 2

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

Stonebridge Financial Planning Group's IYW Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Technology ETF (IYW) stake by 6.2% in Q1 2026, selling an estimated $699K and leaving 54,905 shares worth $9.96M. The position accounts for 3.66% of the portfolio, ranked #2.

Stonebridge Financial Planning Group first reported a position in IYW in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.9M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Stonebridge Financial Planning Group held 54,905 shares of iShares US Technology ETF worth $9.96M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 3,616 iShares US Technology ETF shares in Q1 2026, an estimated $699K.
  • iShares US Technology ETF made up 3.66% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #2 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's iShares US Technology ETF position peaked at $11.9M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.