Triad Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Triad Wealth Partners’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	$573K	Sell	3,161 -1,557	-33%	-$301K	0.05%	254
2025 Q4	$942K	Buy	4,718 +452	+11%	+$90.4K	0.09%	166
2025 Q3	$836K	Sell	4,266 -31,875	-88%	-$5.83M	0.11%	140
2025 Q2	$6.26M	Buy	36,141 +4,117	+13%	+$624K	1.26%	21
2025 Q1	$4.5M	Buy	32,024 +5,206	+19%	+$811K	1.4%	17
2024 Q4	$4.28M	Buy	26,818 +14,158	+112%	+$2.24M	1.54%	15
2024 Q3	$1.92M	Buy	12,660 +12,554	+11,843%	+$1.85M	1.02%	31
2024 Q2	$16K	Buy	+106	New	+$14.6K	0.01%	390

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 $7.56B AUM 23.82% 1-Year Est. Return

Triad Wealth Partners's IYW Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 33% in Q1 2026, selling an estimated $301K and leaving 3,161 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #254.

Triad Wealth Partners first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.26M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Triad Wealth Partners held 3,161 shares of iShares US Technology ETF worth $573K as of Q1 2026.
Triad Wealth Partners sold 1,557 iShares US Technology ETF shares in Q1 2026, an estimated $301K.
iShares US Technology ETF made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #254 holding.
Triad Wealth Partners first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's iShares US Technology ETF position peaked at $6.26M in Q2 2025.
1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.