USA Financial Formulas’s iShares US Technology ETF IYW Stock Holding History

USA Financial Formulas’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	-13,126	Closed	-$2.62M	–	490
2025 Q4	$2.62M	Sell	13,126 -2,075	-14%	-$415K	0.48%	12
2025 Q3	$2.98M	Sell	15,201 -5,228	-26%	-$956K	0.52%	13
2025 Q2	$3.54M	Buy	+20,429	New	+$3.1M	0.6%	18
2017 Q3	–	Sell	-23,212	Closed	-$811K	–	293
2017 Q2	$811K	Buy	+23,212	New	+$814K	0.2%	108

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

USA Financial Formulas's IYW Position: Q1 2026 in Review

USA Financial Formulas sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 13,126 shares — an estimated $2.62M sold.

USA Financial Formulas first reported a position in IYW in Q2 2017 and held it in 4 quarters. The position peaked at $3.54M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

USA Financial Formulas reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 13,126 iShares US Technology ETF shares in Q1 2026, an estimated $2.62M.
USA Financial Formulas first reported a position in iShares US Technology ETF in Q2 2017 and held it in 4 quarters.
USA Financial Formulas's iShares US Technology ETF position peaked at $3.54M in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.