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Traveka Wealth’s iShares US Technology ETF IYW Stock Holding History

Traveka 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 		– Sell
-2,820
Closed -$563K – 197
2025
Q4 		$563K Buy
2,820
+1,337
+90% +$267K 0.23% 80
2025
Q3 		$290K Buy
+1,483
New +$271K 0.13% 120

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 $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Traveka Wealth's IYW Position: Q1 2026 in Review

Traveka Wealth sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 2,820 shares — an estimated $563K sold.

Traveka Wealth first reported a position in IYW in Q3 2025 and held it in 2 quarters. The position peaked at $563K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Traveka Wealth reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Traveka Wealth sold 2,820 iShares US Technology ETF shares in Q1 2026, an estimated $563K.
  • Traveka Wealth first reported a position in iShares US Technology ETF in Q3 2025 and held it in 2 quarters.
  • Traveka Wealth's iShares US Technology ETF position peaked at $563K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Traveka Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.