Truvestments Capital’s iShares US Technology ETF IYW Stock Holding History

Truvestments Capital’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	$105K	Hold	580	–	–	0.02%	374
2025 Q4	$116K	Hold	580	–	–	0.02%	320
2025 Q3	$114K	Hold	580	–	–	0.02%	329
2025 Q2	$100K	Hold	580	–	–	0.02%	295
2025 Q1	$81.5K	Hold	580	–	–	0.02%	325
2024 Q4	$92.5K	Sell	580 -7	-1%	-$1.11K	0.02%	292
2024 Q3	$89K	Buy	+587	New	+$86.3K	0.02%	288
2023 Q3	–	Sell	-120	Closed	-$13.1K	–	696
2023 Q2	$13.1K	Hold	120	–	–	0.01%	427
2023 Q1	$11.1K	Buy	+120	New	+$10.1K	0.01%	429
2022 Q1	–	Sell	-680	Closed	-$78K	–	358
2021 Q4	$78K	Hold	680	–	–	0.04%	232
2021 Q3	$69K	Hold	680	–	–	0.04%	229
2021 Q2	$68K	Hold	680	–	–	0.04%	227
2021 Q1	$60K	Hold	680	–	–	0.03%	263
2020 Q4	$57K	Buy	+680	New	+$54.3K	0.04%	248
2020 Q3	–	Sell	-680	Closed	-$45K	–	435
2020 Q2	$45K	Sell	680 -680	-50%	-$41K	0.05%	218
2020 Q1	$69K	Buy	+1,360	New	+$78.8K	0.09%	151

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

Truvestments Capital's IYW Position: Q1 2026 in Review

Truvestments Capital held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 580 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #374.

Truvestments Capital first reported a position in IYW in Q1 2020 and has held it in 16 quarters since. The position peaked at $116K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Truvestments Capital held 580 shares of iShares US Technology ETF worth $105K as of Q1 2026.
Truvestments Capital left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.02% of Truvestments Capital's portfolio in Q1 2026, its #374 holding.
Truvestments Capital first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 16 quarters since.
Truvestments Capital's iShares US Technology ETF position peaked at $116K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.