UBS Group
IYW icon

UBS Group’s iShares US Technology ETF IYW Stock Holding History

UBS Group’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 		$319M Sell
1,757,173
-65,504
-4% -$12.7M 0.05% 403
2025
Q4 		$364M Sell
1,822,677
-59,941
-3% -$12M 0.06% 323
2025
Q3 		$369M Buy
1,882,618
+72,485
+4% +$13.3M 0.06% 319
2025
Q2 		$314M Sell
1,810,133
-60,505
-3% -$9.17M 0.05% 351
2025
Q1 		$263M Sell
1,870,638
-81,667
-4% -$12.7M 0.05% 401
2024
Q4 		$311M Sell
1,952,305
-17,248
-0.9% -$2.73M 0.06% 315
2024
Q3 		$299M Sell
1,969,553
-145,640
-7% -$21.4M 0.07% 281
2024
Q2 		$318M Buy
2,115,193
+13,561
+0.6% +$1.87M 0.08% 246
2024
Q1 		$284M Sell
2,101,632
-27,957
-1% -$3.64M 0.07% 271
2023
Q4 		$261M Buy
2,129,589
+160,092
+8% +$18.1M 0.08% 256
2023
Q3 		$207M Sell
1,969,497
-94,341
-5% -$10.3M 0.07% 280
2023
Q2 		$225M Buy
2,063,838
+189,281
+10% +$18.6M 0.08% 259
2023
Q1 		$174M Sell
1,874,557
-63,646
-3% -$5.34M 0.06% 293
2022
Q4 		$144M Buy
1,938,203
+31,684
+2% +$2.42M 0.05% 354
2022
Q3 		$140M Buy
1,906,519
+32,859
+2% +$2.79M 0.06% 313
2022
Q2 		$150M Sell
1,873,660
-82,155
-4% -$7.27M 0.06% 320
2022
Q1 		$202M Buy
1,955,815
+47,417
+2% +$4.84M 0.07% 294
2021
Q4 		$219M Sell
1,908,398
-91,042
-5% -$10.1M 0.06% 314
2021
Q3 		$202M Sell
1,999,440
-19,128
-0.9% -$2M 0.06% 299
2021
Q2 		$201M Sell
2,018,568
-28,168
-1% -$2.63M 0.06% 295
2021
Q1 		$179M Sell
2,046,736
-140,894
-6% -$12.3M 0.06% 311
2020
Q4 		$186M Buy
2,187,630
+18,578
+0.9% +$1.48M 0.06% 295
2020
Q3 		$163M Sell
2,169,052
-48,848
-2% -$3.57M 0.06% 282
2020
Q2 		$150M Sell
2,217,900
-82,760
-4% -$5M 0.06% 287
2020
Q1 		$118M Sell
2,300,660
-23,168
-1% -$1.34M 0.06% 306
2019
Q4 		$135M Sell
2,323,828
-114,884
-5% -$6.25M 0.05% 356
2019
Q3 		$125M Sell
2,438,712
-126,468
-5% -$6.43M 0.05% 352
2019
Q2 		$127M Sell
2,565,180
-76,028
-3% -$3.72M 0.05% 337
2019
Q1 		$126M Sell
2,641,208
-18,196
-0.7% -$809K 0.05% 327
2018
Q4 		$106M Buy
2,659,404
+50,720
+2% +$2.2M 0.05% 351
2018
Q3 		$127M Sell
2,608,684
-836
-0% -$39.5K 0.05% 345
2018
Q2 		$116M Sell
2,609,520
-18,184
-0.7% -$804K 0.05% 353
2018
Q1 		$111M Sell
2,627,704
-37,204
-1% -$1.6M 0.05% 360
2017
Q4 		$108M Sell
2,664,908
-120,340
-4% -$4.82M 0.04% 394
2017
Q3 		$104M Buy
2,785,248
+152,732
+6% +$5.6M 0.05% 364
2017
Q2 		$92M Sell
2,632,516
-31,024
-1% -$1.09M 0.05% 370
2017
Q1 		$90M Sell
2,663,540
-11,616
-0.4% -$377K 0.05% 367
2016
Q4 		$80.4M Sell
2,675,156
-263,240
-9% -$7.85M 0.04% 389
2016
Q3 		$87.4M Buy
2,938,396
+432,980
+17% +$12.4M 0.05% 352
2016
Q2 		$65.9M Sell
2,505,416
-14,220
-0.6% -$375K 0.04% 405
2016
Q1 		$68.3M Sell
2,519,636
-477,500
-16% -$12.1M 0.05% 376
2015
Q4 		$80.2M Buy
2,997,136
+95,892
+3% +$2.59M 0.05% 366
2015
Q3 		$71.7M Buy
2,901,244
+309,744
+12% +$8M 0.05% 359
2015
Q2 		$67.8M Buy
2,591,500
+265,220
+11% +$7.15M 0.05% 417
2015
Q1 		$61M Buy
2,326,280
+41,464
+2% +$1.09M 0.04% 438
2014
Q4 		$59.6M Buy
+2,284,816
New +$58.3M 0.04% 463

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBS Group's IYW Position: Q1 2026 in Review

UBS Group reduced its iShares US Technology ETF (IYW) stake by 3.6% in Q1 2026, selling an estimated $12.7M and leaving 1,757,173 shares worth $319M. The position accounts for 0.05% of the portfolio, ranked #403.

UBS Group first reported a position in IYW in Q4 2014 and has held it in 46 quarters since. The position peaked at $369M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • UBS Group held 1,757,173 shares of iShares US Technology ETF worth $319M as of Q1 2026.
  • UBS Group sold 65,504 iShares US Technology ETF shares in Q1 2026, an estimated $12.7M.
  • iShares US Technology ETF made up 0.05% of UBS Group's portfolio in Q1 2026, its #403 holding.
  • UBS Group first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares US Technology ETF position peaked at $369M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.