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Stratos Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Stratos Wealth Advisors’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 		$236K Sell
1,301
-923
-42% -$178K 0.01% 543
2025
Q4 		$444K Hold
2,224
– – 0.02% 456
2025
Q3 		$436K Sell
2,224
-41
-2% -$7.5K 0.02% 479
2025
Q2 		$393K Sell
2,265
-772
-25% -$117K 0.02% 491
2025
Q1 		$427K Sell
3,037
-18,161
-86% -$2.83M 0.02% 470
2024
Q4 		$3.38M Buy
21,198
+1,107
+6% +$175K 0.16% 141
2024
Q3 		$3.05M Buy
20,091
+608
+3% +$89.4K 0.14% 158
2024
Q2 		$2.93M Buy
19,483
+750
+4% +$104K 0.15% 153
2024
Q1 		$2.53M Buy
18,733
+2,029
+12% +$264K 0.15% 161
2023
Q4 		$2.05M Buy
16,704
+5,712
+52% +$647K 0.12% 219
2023
Q3 		$1.15M Sell
10,992
-4,882
-31% -$531K 0.08% 272
2023
Q2 		$1.73M Buy
15,874
+4,340
+38% +$426K 0.12% 221
2023
Q1 		$1.07M Buy
11,534
+4,835
+72% +$406K 0.08% 267
2022
Q4 		$499K Buy
+6,699
New +$512K 0.04% 404
2022
Q3 		– Sell
-3,431
Closed -$274K – 513
2022
Q2 		$274K Sell
3,431
-6,121
-64% -$542K 0.02% 447
2022
Q1 		$984K Sell
9,552
-3,191
-25% -$326K 0.08% 276
2021
Q4 		$1.46M Sell
12,743
-3,534
-22% -$392K 0.11% 231
2021
Q3 		$1.65M Buy
+16,277
New +$1.7M 0.14% 190
2020
Q2 		– Sell
-16
Closed -$1K – 328
2020
Q1 		$1K Buy
+16
New +$927 ﹤0.01% 287

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 $7.56B AUM 23.82% 1-Year Est. Return

Stratos Wealth Advisors's IYW Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 42% in Q1 2026, selling an estimated $178K and leaving 1,301 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #543.

Stratos Wealth Advisors first reported a position in IYW in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.38M in Q4 2024. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Stratos Wealth Advisors held 1,301 shares of iShares US Technology ETF worth $236K as of Q1 2026.
  • Stratos Wealth Advisors sold 923 iShares US Technology ETF shares in Q1 2026, an estimated $178K.
  • iShares US Technology ETF made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #543 holding.
  • Stratos Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 19 quarters since.
  • Stratos Wealth Advisors's iShares US Technology ETF position peaked at $3.38M in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.