Verdence Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Verdence Capital 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	$342K	Sell	1,886 -16	-0.8%	-$3.09K	0.02%	504
2025 Q4	$380K	Buy	1,902 +35	+2%	+$7K	0.02%	494
2025 Q3	$387K	Sell	1,867 -204	-10%	-$37.3K	0.02%	520
2025 Q2	$359K	Sell	2,071 -22	-1%	-$3.33K	0.02%	506
2025 Q1	$294K	Sell	2,093 -189	-8%	-$29.4K	0.02%	532
2024 Q4	$364K	Buy	2,282 +206	+10%	+$32.6K	0.03%	438
2024 Q3	$315K	Sell	2,076 -48	-2%	-$7.06K	0.03%	506
2024 Q2	$320K	Sell	2,124 -19	-0.9%	-$2.63K	0.03%	448
2024 Q1	$289K	Buy	2,143 +37	+2%	+$4.82K	0.03%	489
2023 Q4	$259K	Sell	2,106 -56	-3%	-$6.34K	0.03%	502
2023 Q3	$227K	Buy	2,162 +290	+15%	+$31.5K	0.02%	512
2023 Q2	$204K	Buy	+1,872	New	+$184K	0.02%	511
2022 Q1	–	Sell	-1,904	Closed	-$219K	–	524
2021 Q4	$219K	Buy	+1,904	New	+$211K	0.03%	469

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

Verdence Capital Advisors's IYW Position: Q1 2026 in Review

Verdence Capital Advisors reduced its iShares US Technology ETF (IYW) stake by 0.84% in Q1 2026, selling an estimated $3.09K and leaving 1,886 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #504.

Verdence Capital Advisors first reported a position in IYW in Q4 2021 and has held it in 13 quarters since. The position peaked at $387K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Verdence Capital Advisors held 1,886 shares of iShares US Technology ETF worth $342K as of Q1 2026.
Verdence Capital Advisors sold 16 iShares US Technology ETF shares in Q1 2026, an estimated $3.09K.
iShares US Technology ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q1 2026, its #504 holding.
Verdence Capital Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 13 quarters since.
Verdence Capital Advisors's iShares US Technology ETF position peaked at $387K in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.