True Link Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

True Link Financial 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	$103K	Buy	+570	New	+$110K	0.01%	148
2023 Q4	–	Sell	-3,808	Closed	-$400K	–	85
2023 Q3	$400K	Sell	3,808 -1,335	-26%	-$145K	0.05%	81
2023 Q2	$560K	Sell	5,143 -100	-2%	-$9.82K	0.07%	73
2023 Q1	$487K	Sell	5,243 -200	-4%	-$16.8K	0.06%	82
2022 Q4	$405K	Sell	5,443 -7,374	-58%	-$564K	0.06%	82
2022 Q3	$940K	Buy	12,817 +4,864	+61%	+$412K	0.14%	57
2022 Q2	$636K	Sell	7,953 -1,480	-16%	-$131K	0.1%	78
2022 Q1	$972K	Sell	9,433 -16,958	-64%	-$1.73M	0.14%	62
2021 Q4	$3.03M	Sell	26,391 -3,175	-11%	-$352K	0.4%	22
2021 Q3	$2.99M	Sell	29,566 -94	-0.3%	-$9.81K	0.41%	24
2021 Q2	$2.95M	Hold	29,660	–	–	0.43%	23
2021 Q1	$2.6M	Hold	29,660	–	–	0.38%	30
2020 Q4	$2.52M	Buy	+29,660	New	+$2.37M	0.4%	28

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

True Link Financial Advisors's IYW Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 570 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in IYW as recently as Q3 2023.

True Link Financial Advisors first reported a position in IYW in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.03M in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

True Link Financial Advisors held 570 shares of iShares US Technology ETF worth $103K as of Q1 2026.
iShares US Technology ETF was a new True Link Financial Advisors position in Q1 2026.
iShares US Technology ETF made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #148 holding.
True Link Financial Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 13 quarters since.
True Link Financial Advisors's iShares US Technology ETF position peaked at $3.03M in Q4 2021.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.