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Summit Financial’s iShares US Technology ETF IYW Stock Holding History

Summit Financial’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 		$809K Sell
4,461
-8,344
-65% -$1.61M 0.01% 848
2025
Q4 		$2.56M Buy
12,805
+1,115
+10% +$223K 0.04% 427
2025
Q3 		$2.29M Buy
11,690
+899
+8% +$164K 0.03% 442
2025
Q2 		$1.87M Buy
10,791
+7,882
+271% +$1.19M 0.04% 302
2025
Q1 		$409K Buy
2,909
+1,330
+84% +$207K 0.01% 559
2024
Q4 		$252K Buy
+1,579
New +$250K 0.01% 574

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

Summit Financial's IYW Position: Q1 2026 in Review

Summit Financial reduced its iShares US Technology ETF (IYW) stake by 65% in Q1 2026, selling an estimated $1.61M and leaving 4,461 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #848.

Summit Financial first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Summit Financial held 4,461 shares of iShares US Technology ETF worth $809K as of Q1 2026.
  • Summit Financial sold 8,344 iShares US Technology ETF shares in Q1 2026, an estimated $1.61M.
  • iShares US Technology ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #848 holding.
  • Summit Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's iShares US Technology ETF position peaked at $2.56M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.