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Synergy Investment Management’s iShares US Technology ETF IYW Stock Holding History

Synergy Investment Management’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 		$119K Buy
+656
New +$127K 0.04% 178
2025
Q2 		– Sell
-17,081
Closed -$2.4M – 338
2025
Q1 		$2.4M Buy
17,081
+3,981
+30% +$620K 1% 24
2024
Q4 		$2.09M Buy
+13,100
New +$2.07M 0.9% 30

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

Synergy Investment Management's IYW Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 656 shares worth $119K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in IYW as recently as Q1 2025.

Synergy Investment Management first reported a position in IYW in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.4M in Q1 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Synergy Investment Management held 656 shares of iShares US Technology ETF worth $119K as of Q1 2026.
  • iShares US Technology ETF was a new Synergy Investment Management position in Q1 2026.
  • iShares US Technology ETF made up 0.04% of Synergy Investment Management's portfolio in Q1 2026, its #178 holding.
  • Synergy Investment Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's iShares US Technology ETF position peaked at $2.4M in Q1 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.