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Transcend Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Transcend Capital Advisors’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 		$430K Buy
2,370
+345
+17% +$66.7K 0.03% 422
2025
Q4 		$404K Sell
2,025
-1,840
-48% -$368K 0.03% 418
2025
Q3 		$757K Sell
3,865
-2,890
-43% -$529K 0.05% 299
2025
Q2 		$1.17M Sell
6,755
-773
-10% -$117K 0.09% 204
2025
Q1 		$1.06M Sell
7,528
-323
-4% -$50.3K 0.08% 244
2024
Q4 		$1.25M Sell
7,851
-1,553
-17% -$246K 0.09% 213
2024
Q3 		$1.43M Sell
9,404
-646
-6% -$95K 0.1% 212
2024
Q2 		$1.51M Sell
10,050
-187
-2% -$25.8K 0.11% 192
2024
Q1 		$1.38M Buy
10,237
+570
+6% +$74.2K 0.11% 189
2023
Q4 		$1.19M Buy
9,667
+2,544
+36% +$288K 0.11% 195
2023
Q3 		$747K Sell
7,123
-6,125
-46% -$666K 0.07% 239
2023
Q2 		$1.44M Sell
13,248
-153
-1% -$15K 0.14% 159
2023
Q1 		$1.24M Buy
13,401
+4,662
+53% +$391K 0.13% 171
2022
Q4 		$651K Buy
+8,739
New +$669K 0.07% 253
2021
Q4 		– Sell
-2,200
Closed -$237K – 507
2021
Q3 		$237K Buy
+2,200
New +$230K 0.02% 419

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

Transcend Capital Advisors's IYW Position: Q1 2026 in Review

Transcend Capital Advisors increased its iShares US Technology ETF (IYW) stake by 17% in Q1 2026, buying an estimated $66.7K and bringing the position to 2,370 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #422.

Transcend Capital Advisors first reported a position in IYW in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.51M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Transcend Capital Advisors held 2,370 shares of iShares US Technology ETF worth $430K as of Q1 2026.
  • Transcend Capital Advisors bought 345 iShares US Technology ETF shares in Q1 2026, an estimated $66.7K.
  • iShares US Technology ETF made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #422 holding.
  • Transcend Capital Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 15 quarters since.
  • Transcend Capital Advisors's iShares US Technology ETF position peaked at $1.51M in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.