U.S. Capital Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

U.S. Capital 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	$6.38M	Buy	35,147 +4,921	+16%	+$951K	0.16%	149
2025 Q4	$6.04M	Buy	30,226 +1,503	+5%	+$301K	0.16%	162
2025 Q3	$5.63M	Sell	28,723 -1,458	-5%	-$267K	0.15%	161
2025 Q2	$5.23M	Buy	30,181 +2,018	+7%	+$306K	0.15%	160
2025 Q1	$3.96M	Sell	28,163 -2,103	-7%	-$328K	0.12%	177
2024 Q4	$4.83M	Buy	30,266 +20,584	+213%	+$3.26M	0.15%	155
2024 Q3	$1.47M	Sell	9,682 -31,008	-76%	-$4.56M	0.05%	299
2024 Q2	$6.12M	Buy	40,690 +1,573	+4%	+$217K	0.23%	102
2024 Q1	$5.28M	Buy	39,117 +125	+0.3%	+$16.3K	0.2%	120
2023 Q4	$4.79M	Buy	38,992 +29,026	+291%	+$3.29M	0.19%	124
2023 Q3	$1.05M	Sell	9,966 -1,184	-11%	-$129K	0.05%	310
2023 Q2	$1.21M	Buy	11,150 +1,373	+14%	+$135K	0.06%	292
2023 Q1	$907K	Buy	9,777 +3,318	+51%	+$278K	0.04%	318
2022 Q4	$481K	Buy	6,459 +2,923	+83%	+$224K	0.02%	459
2022 Q3	$259K	Sell	3,536 -545	-13%	-$46.2K	0.01%	543
2022 Q2	$326K	Buy	4,081 +550	+16%	+$48.7K	0.01%	542
2022 Q1	$364K	Buy	3,531 +167	+5%	+$17.1K	0.01%	567
2021 Q4	$386K	Sell	3,364 -7	-0.2%	-$777	0.02%	560
2021 Q3	$341K	Buy	+3,371	New	+$352K	0.01%	588

Other funds holding IYW

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

PCH

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 22.96% 1-Year Est. Return

RIG

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

U.S. Capital Wealth Advisors's IYW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares US Technology ETF (IYW) stake by 16% in Q1 2026, buying an estimated $951K and bringing the position to 35,147 shares worth $6.38M. The position accounts for 0.16% of the portfolio, ranked #149.

U.S. Capital Wealth Advisors first reported a position in IYW in Q3 2021 and has held it in 19 quarters since. 1,183 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

U.S. Capital Wealth Advisors held 35,147 shares of iShares US Technology ETF worth $6.38M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,921 iShares US Technology ETF shares in Q1 2026, an estimated $951K.
iShares US Technology ETF made up 0.16% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #149 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 19 quarters since.
1,183 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.