True Vision MN’s iShares US Technology ETF IYW Stock Holding History

True Vision MN’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	-2,339	Closed	-$467K	–	112
2025 Q4	$467K	Sell	2,339 -62	-3%	-$12.4K	0.24%	80
2025 Q3	$470K	Sell	2,401 -15,883	-87%	-$2.91M	0.25%	77
2025 Q2	$3.17M	Sell	18,284 -1,191	-6%	-$181K	1.75%	16
2025 Q1	$2.74M	Buy	19,475 +72	+0.4%	+$11.2K	1.64%	14
2024 Q4	$3.1M	Sell	19,403 -456	-2%	-$72.2K	1.84%	13
2024 Q3	$3.01M	Sell	19,859 -834	-4%	-$123K	1.8%	13
2024 Q2	$3.11M	Sell	20,693 -556	-3%	-$76.8K	2.02%	10
2024 Q1	$2.78M	Buy	21,249 +4,823	+29%	+$628K	1.96%	13
2023 Q4	$2.02M	Buy	+16,426	New	+$1.86M	1.62%	15

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

True Vision MN's IYW Position: Q1 2026 in Review

True Vision MN sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 2,339 shares — an estimated $467K sold.

True Vision MN first reported a position in IYW in Q4 2023 and held it in 9 quarters. The position peaked at $3.17M in Q2 2025. 1,184 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

True Vision MN reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
True Vision MN sold 2,339 iShares US Technology ETF shares in Q1 2026, an estimated $467K.
True Vision MN first reported a position in iShares US Technology ETF in Q4 2023 and held it in 9 quarters.
True Vision MN's iShares US Technology ETF position peaked at $3.17M in Q2 2025.
1,184 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.