Three Seasons Wealth’s iShares US Technology ETF IYW Stock Holding History

Three Seasons Wealth’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	$310K	Sell	1,709 -47,356	-97%	-$9.15M	0.12%	150
2025 Q4	$9.8M	Buy	49,065 +3,205	+7%	+$641K	0.93%	7
2025 Q3	$8.98M	Buy	45,860 +44,178	+2,627%	+$8.08M	0.89%	6
2025 Q2	$291K	Sell	1,682 -277	-14%	-$42K	0.03%	91
2025 Q1	$275K	Sell	1,959 -36,465	-95%	-$5.68M	0.14%	90
2024 Q4	$6.13M	Buy	38,424 +26,009	+209%	+$4.12M	2.99%	8
2024 Q3	$1.88M	Sell	12,415 -19,481	-61%	-$2.86M	0.99%	27
2024 Q2	$4.8M	Sell	31,896 -696	-2%	-$96.2K	2.65%	8
2024 Q1	$4.38M	Buy	32,592 +8,794	+37%	+$1.14M	3.07%	8
2023 Q4	$2.92M	Buy	23,798 +21,218	+822%	+$2.4M	2.57%	9
2023 Q3	$271K	Buy	+2,580	New	+$281K	0.27%	48

Other funds holding IYW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Three Seasons Wealth's IYW Position: Q1 2026 in Review

Three Seasons Wealth reduced its iShares US Technology ETF (IYW) stake by 97% in Q1 2026, selling an estimated $9.15M and leaving 1,709 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #150.

Three Seasons Wealth first reported a position in IYW in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.8M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Three Seasons Wealth held 1,709 shares of iShares US Technology ETF worth $310K as of Q1 2026.
Three Seasons Wealth sold 47,356 iShares US Technology ETF shares in Q1 2026, an estimated $9.15M.
iShares US Technology ETF made up 0.12% of Three Seasons Wealth's portfolio in Q1 2026, its #150 holding.
Three Seasons Wealth first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 11 quarters since.
Three Seasons Wealth's iShares US Technology ETF position peaked at $9.8M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.