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

Summit Wealth 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 		$272K Buy
1,501
+109
+8% +$21.1K 0.06% 106
2025
Q4 		$278K Sell
1,392
-7
-0.5% -$1.4K 0.06% 101
2025
Q3 		$274K Sell
1,399
-16
-1% -$2.93K 0.07% 97
2025
Q2 		$245K Buy
+1,415
New +$214K 0.06% 103

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 Wealth Group's IYW Position: Q1 2026 in Review

Summit Wealth Group increased its iShares US Technology ETF (IYW) stake by 7.8% in Q1 2026, buying an estimated $21.1K and bringing the position to 1,501 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #106.

Summit Wealth Group first reported a position in IYW in Q2 2025 and has held it in 4 quarters since. The position peaked at $278K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Summit Wealth Group held 1,501 shares of iShares US Technology ETF worth $272K as of Q1 2026.
  • Summit Wealth Group bought 109 iShares US Technology ETF shares in Q1 2026, an estimated $21.1K.
  • iShares US Technology ETF made up 0.06% of Summit Wealth Group's portfolio in Q1 2026, its #106 holding.
  • Summit Wealth Group first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group's iShares US Technology ETF position peaked at $278K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.