Townsend Asset Management’s iShares US Technology ETF IYW Stock Holding History

Townsend Asset 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	$112K	Buy	615 +8	+1%	+$1.55K	0.04%	142
2025 Q4	$121K	Hold	607	–	–	0.04%	130
2025 Q3	$119K	Hold	607	–	–	0.04%	126
2025 Q2	$105K	Hold	607	–	–	0.04%	127
2025 Q1	$85.2K	Hold	607	–	–	0.03%	130
2024 Q4	$96.8K	Hold	607	–	–	0.04%	138
2024 Q3	$92K	Hold	607	–	–	0.03%	145
2024 Q2	$91.4K	Hold	607	–	–	0.04%	142
2024 Q1	$82K	Sell	607 -64	-10%	-$8.33K	0.03%	146
2023 Q4	$82.4K	Sell	671 -5	-0.7%	-$566	0.04%	140
2023 Q3	$70.9K	Buy	676 +56	+9%	+$6.09K	0.04%	141
2023 Q2	$67.5K	Buy	620 +8	+1%	+$786	0.03%	151
2023 Q1	$56.8K	Hold	612	–	–	0.03%	154
2022 Q4	$45.6K	Hold	612	–	–	0.02%	159
2022 Q3	$45K	Hold	612	–	–	0.03%	156
2022 Q2	$49K	Hold	612	–	–	0.03%	171
2022 Q1	$63K	Hold	612	–	–	0.03%	171
2021 Q4	$70K	Hold	612	–	–	0.03%	171
2021 Q3	$62K	Hold	612	–	–	0.03%	166
2021 Q2	$61K	Hold	612	–	–	0.03%	159
2021 Q1	$54K	Hold	612	–	–	0.03%	152
2020 Q4	$52K	Hold	612	–	–	0.03%	150
2020 Q3	$46K	Hold	612	–	–	0.04%	148
2020 Q2	$41K	Hold	612	–	–	0.03%	151
2020 Q1	$31K	Buy	+612	New	+$35.5K	0.03%	144

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

Townsend Asset Management's IYW Position: Q1 2026 in Review

Townsend Asset Management increased its iShares US Technology ETF (IYW) stake by 1.3% in Q1 2026, buying an estimated $1.55K and bringing the position to 615 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #142.

Townsend Asset Management first reported a position in IYW in Q1 2020 and has held it in 25 quarters since. The position peaked at $121K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Townsend Asset Management held 615 shares of iShares US Technology ETF worth $112K as of Q1 2026.
Townsend Asset Management bought 8 iShares US Technology ETF shares in Q1 2026, an estimated $1.55K.
iShares US Technology ETF made up 0.04% of Townsend Asset Management's portfolio in Q1 2026, its #142 holding.
Townsend Asset Management first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 25 quarters since.
Townsend Asset Management's iShares US Technology ETF position peaked at $121K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.