Twin Peaks Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Twin Peaks Wealth 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	$168K	Buy	+927	New	+$179K	0.04%	212
2025 Q3	–	Sell	-13,094	Closed	-$2.43M	–	1160
2025 Q2	$2.43M	Sell	13,094 -700	-5%	-$106K	0.79%	30
2025 Q1	$1.89M	Buy	13,794 +1,886	+16%	+$294K	0.86%	29
2024 Q4	$1.9M	Buy	11,908 +594	+5%	+$94K	0.8%	32
2024 Q3	$1.72M	Buy	11,314 +701	+7%	+$103K	0.79%	32
2024 Q2	$1.6M	Buy	10,613 +1,876	+21%	+$259K	0.8%	35
2024 Q1	$1.18M	Buy	8,737 +2,216	+34%	+$288K	0.66%	38
2023 Q4	$800K	Buy	+6,521	New	+$739K	0.51%	41

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

Twin Peaks Wealth Advisors's IYW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 927 shares worth $168K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IYW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IYW in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.43M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Twin Peaks Wealth Advisors held 927 shares of iShares US Technology ETF worth $168K as of Q1 2026.
iShares US Technology ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares US Technology ETF made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #212 holding.
Twin Peaks Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 8 quarters since.
Twin Peaks Wealth Advisors's iShares US Technology ETF position peaked at $2.43M in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.