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

TritonPoint 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	$17.3M	Sell	95,326 -1,552	-2%	-$300K	1.85%	9
2025 Q4	$19.3M	Sell	96,878 -9,286	-9%	-$1.86M	1.96%	8
2025 Q3	$20.8M	Sell	106,164 -1,208	-1%	-$221K	1.78%	10
2025 Q2	$18.6M	Sell	107,372 -1,374	-1%	-$208K	1.72%	10
2025 Q1	$15.3M	Sell	108,746 -3,320	-3%	-$517K	1.45%	13
2024 Q4	$17.9M	Buy	112,066 +5,456	+5%	+$863K	1.62%	11
2024 Q3	$16.1M	Sell	106,610 -6,421	-6%	-$944K	1.47%	12
2024 Q2	$17M	Sell	113,031 -2,301	-2%	-$318K	1.64%	11
2024 Q1	$13.1M	Buy	115,332 +7,831	+7%	+$1.02M	1.37%	16
2023 Q4	$13.2M	Buy	+107,501	New	+$12.2M	1.29%	16

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

TritonPoint Wealth's IYW Position: Q1 2026 in Review

TritonPoint Wealth reduced its iShares US Technology ETF (IYW) stake by 1.6% in Q1 2026, selling an estimated $300K and leaving 95,326 shares worth $17.3M. The position accounts for 1.85% of the portfolio, ranked #9.

TritonPoint Wealth first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.8M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

TritonPoint Wealth held 95,326 shares of iShares US Technology ETF worth $17.3M as of Q1 2026.
TritonPoint Wealth sold 1,552 iShares US Technology ETF shares in Q1 2026, an estimated $300K.
iShares US Technology ETF made up 1.85% of TritonPoint Wealth's portfolio in Q1 2026, its #9 holding.
TritonPoint Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares US Technology ETF position peaked at $20.8M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.