TRUE Private Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-17,554
| Closed | -$3.51M | – | 271 |
|
|
2025
Q4 | $3.51M | Buy |
17,554
+5,944
| +51% | +$1.19M | 0.35% | 52 |
|
|
2025
Q3 | $2.27M | Buy |
11,610
+4,074
| +54% | +$745K | 0.23% | 70 |
|
|
2025
Q2 | $1.31M | Buy |
7,536
+5,513
| +273% | +$836K | 0.15% | 95 |
|
|
2025
Q1 | $284K | Sell |
2,023
-22,835
| -92% | -$3.56M | 0.03% | 194 |
|
|
2024
Q4 | $3.97M | Sell |
24,858
-3,671
| -13% | -$581K | 0.48% | 36 |
|
|
2024
Q3 | $4.33M | Sell |
28,529
-6,512
| -19% | -$958K | 0.52% | 39 |
|
|
2024
Q2 | $5.27M | Sell |
35,041
-2,188
| -6% | -$302K | 0.6% | 31 |
|
|
2024
Q1 | $5.03M | Buy |
37,229
+20
| +0.1% | +$2.6K | 0.58% | 32 |
|
|
2023
Q4 | $4.57M | Buy |
37,209
+704
| +2% | +$79.7K | 0.58% | 32 |
|
|
2023
Q3 | $3.83M | Sell |
36,505
-2,787
| -7% | -$303K | 0.53% | 38 |
|
|
2023
Q2 | $4.28M | Buy |
39,292
+25,398
| +183% | +$2.49M | 0.63% | 28 |
|
|
2023
Q1 | $1.29M | Buy |
13,894
+8,166
| +143% | +$685K | 0.19% | 68 |
|
|
2022
Q4 | $427K | Buy |
+5,728
| New | +$438K | 0.07% | 127 |
|
|
2022
Q3 | – | Sell |
-2,984
| Closed | -$238K | – | 232 |
|
|
2022
Q2 | $238K | Hold |
2,984
| – | – | 0.03% | 194 |
|
|
2022
Q1 | $283K | Hold |
2,984
| – | – | 0.04% | 190 |
|
|
2021
Q4 | $342K | Hold |
2,984
| – | – | 0.05% | 187 |
|
|
2021
Q3 | $302K | Sell |
2,984
-5,018
| -63% | -$524K | 0.04% | 186 |
|
|
2021
Q2 | $795K | Buy |
8,002
+156
| +2% | +$14.5K | 0.12% | 104 |
|
|
2021
Q1 | $688K | Hold |
7,846
| – | – | 0.11% | 112 |
|
|
2020
Q4 | $667K | Sell |
7,846
-2,630
| -25% | -$210K | 0.11% | 103 |
|
|
2020
Q3 | $788K | Sell |
10,476
-220
| -2% | -$16.1K | 0.13% | 90 |
|
|
2020
Q2 | $721K | Hold |
10,696
| – | – | 0.13% | 94 |
|
|
2020
Q1 | $546K | Buy |
10,696
+920
| +9% | +$53.3K | 0.12% | 95 |
|
|
2019
Q4 | $568K | Hold |
9,776
| – | – | 0.09% | 123 |
|
|
2019
Q3 | $499K | Hold |
9,776
| – | – | 0.09% | 125 |
|
|
2019
Q2 | $483K | Hold |
9,776
| – | – | 0.08% | 125 |
|
|
2019
Q1 | $465K | Sell |
9,776
-4,092
| -30% | -$182K | 0.09% | 115 |
|
|
2018
Q4 | $554K | Sell |
13,868
-231,968
| -94% | -$10M | 0.1% | 129 |
|
|
2018
Q3 | $11.9M | Buy |
245,836
+40,000
| +19% | +$1.89M | 1.68% | 13 |
|
|
2018
Q2 | $9.19M | Buy |
205,836
+201,068
| +4,217% | +$8.89M | 1.44% | 16 |
|
|
2018
Q1 | $200K | Buy |
+4,768
| New | +$205K | 0.03% | 220 |
|
Other funds holding IYW
PCH
RIG
TRUE Private Wealth Advisors's IYW Position: Q1 2026 in Review
TRUE Private Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 17,554 shares — an estimated $3.51M sold.
TRUE Private Wealth Advisors first reported a position in IYW in Q1 2018 and held it in 31 quarters. The position peaked at $11.9M in Q3 2018. 1,179 funds tracked by Wall St. Rank hold IYW as of Q1 2026.
- TRUE Private Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
- TRUE Private Wealth Advisors sold 17,554 iShares US Technology ETF shares in Q1 2026, an estimated $3.51M.
- TRUE Private Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2018 and held it in 31 quarters.
- TRUE Private Wealth Advisors's iShares US Technology ETF position peaked at $11.9M in Q3 2018.
- 1,179 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.