Sunbelt Securities’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.94M | Sell |
21,691
-254
| -1% | -$49.1K | 0.25% | 77 |
|
|
2025
Q4 | $4.38M | Sell |
21,945
-415
| -2% | -$83K | 0.29% | 62 |
|
|
2025
Q3 | $4.38M | Sell |
22,360
-112
| -0.5% | -$20.5K | 0.3% | 61 |
|
|
2025
Q2 | $3.58M | Sell |
22,472
-291
| -1% | -$44.1K | 0.32% | 60 |
|
|
2025
Q1 | $3.2M | Buy |
22,763
+291
| +1% | +$45.3K | 0.29% | 68 |
|
|
2024
Q4 | $3.62M | Sell |
22,472
-2,115
| -9% | -$335K | 0.32% | 60 |
|
|
2024
Q3 | $3.73M | Sell |
24,587
-936
| -4% | -$138K | 0.37% | 59 |
|
|
2024
Q2 | $3.84M | Buy |
25,523
+1,339
| +6% | +$185K | 0.39% | 57 |
|
|
2024
Q1 | $3.27M | Buy |
24,184
+327
| +1% | +$42.6K | 0.36% | 62 |
|
|
2023
Q4 | $2.93M | Buy |
23,857
+5,759
| +32% | +$652K | 0.37% | 59 |
|
|
2023
Q3 | $1.9M | Buy |
18,098
+4,878
| +37% | +$530K | 0.26% | 79 |
|
|
2023
Q2 | $1.44M | Buy |
13,220
+42
| +0.3% | +$4.13K | 0.21% | 113 |
|
|
2023
Q1 | $1.2M | Buy |
13,178
+360
| +3% | +$30.2K | 0.19% | 122 |
|
|
2022
Q4 | $955K | Buy |
12,818
+513
| +4% | +$39.2K | 0.19% | 140 |
|
|
2022
Q3 | $903K | Buy |
12,305
+2,470
| +25% | +$209K | 0.19% | 136 |
|
|
2022
Q2 | $786K | Buy |
9,835
+980
| +11% | +$86.7K | 0.17% | 154 |
|
|
2022
Q1 | $928K | Buy |
8,855
+460
| +5% | +$47K | 0.17% | 151 |
|
|
2021
Q4 | $874K | Buy |
8,395
+2,250
| +37% | +$250K | 0.14% | 171 |
|
|
2021
Q3 | $614K | Hold |
6,145
| – | – | 0.11% | 221 |
|
|
2021
Q2 | $614K | Sell |
6,145
-8,430
| -58% | -$786K | 0.11% | 221 |
|
|
2021
Q1 | $1.28M | Buy |
14,575
+6,891
| +90% | +$604K | 0.25% | 106 |
|
|
2020
Q4 | $654K | Buy |
7,684
+8
| +0.1% | +$639 | 0.14% | 186 |
|
|
2020
Q3 | $578K | Sell |
7,676
-92
| -1% | -$6.72K | 0.16% | 164 |
|
|
2020
Q2 | $524K | Sell |
7,768
-208
| -3% | -$12.6K | 0.18% | 148 |
|
|
2020
Q1 | $408K | Sell |
7,976
-2,808
| -26% | -$163K | 0.02% | 257 |
|
|
2019
Q4 | $627K | Sell |
10,784
-40
| -0.4% | -$2.18K | 0.07% | 266 |
|
|
2019
Q3 | $553K | Buy |
10,824
+3,804
| +54% | +$193K | 0.06% | 279 |
|
|
2019
Q2 | $347K | Hold |
7,020
| – | – | 0.15% | 176 |
|
|
2019
Q1 | $335K | Hold |
7,020
| – | – | 0.17% | 163 |
|
|
2018
Q4 | $281K | Sell |
7,020
-460
| -6% | -$19.9K | 0.16% | 165 |
|
|
2018
Q3 | $363K | Hold |
7,480
| – | – | 0.19% | 146 |
|
|
2018
Q2 | $333K | Buy |
7,480
+2,240
| +43% | +$99.1K | 0.2% | 145 |
|
|
2018
Q1 | $220K | Hold |
5,240
| – | – | 0.2% | 167 |
|
|
2017
Q4 | $213K | Sell |
5,240
-140
| -3% | -$5.61K | 0.21% | 160 |
|
|
2017
Q3 | $202K | Buy |
+5,380
| New | +$197K | 0.21% | 152 |
|
Other funds holding IYW
PCH
RIG
Sunbelt Securities's IYW Position: Q1 2026 in Review
Sunbelt Securities reduced its iShares US Technology ETF (IYW) stake by 1.2% in Q1 2026, selling an estimated $49.1K and leaving 21,691 shares worth $3.94M. The position accounts for 0.25% of the portfolio, ranked #77.
Sunbelt Securities first reported a position in IYW in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.38M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.
- Sunbelt Securities held 21,691 shares of iShares US Technology ETF worth $3.94M as of Q1 2026.
- Sunbelt Securities sold 254 iShares US Technology ETF shares in Q1 2026, an estimated $49.1K.
- iShares US Technology ETF made up 0.25% of Sunbelt Securities's portfolio in Q1 2026, its #77 holding.
- Sunbelt Securities first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 35 quarters since.
- Sunbelt Securities's iShares US Technology ETF position peaked at $4.38M in Q4 2025.
- 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.