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Verger Capital Management’s iShares US Technology ETF IYW Stock Holding History

Verger Capital Management’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
-2,443
Closed -$488K – 14
2025
Q4 		$488K Hold
2,443
– – 0.14% 14
2025
Q3 		$478K Sell
2,443
-431
-15% -$78.8K 0.16% 14
2025
Q2 		$498K Buy
2,874
+1
+0% +$152 0.2% 14
2025
Q1 		$403K Buy
2,873
+2
+0.1% +$312 0.18% 14
2024
Q4 		$458K Buy
2,871
+1
+0% +$158 0.23% 14
2024
Q3 		$435K Sell
2,870
-2,865
-50% -$421K 0.22% 13
2024
Q2 		$863K Buy
5,735
+3
+0.1% +$415 0.44% 13
2024
Q1 		$774K Buy
5,732
+3
+0.1% +$391 0.4% 13
2023
Q4 		$703K Buy
5,729
+244
+4% +$27.6K 0.39% 13
2023
Q3 		$575K Hold
5,485
– – 0.51% 13
2023
Q2 		$597K Sell
5,485
-961
-15% -$94.4K 0.37% 12
2023
Q1 		$598K Buy
6,446
+7
+0.1% +$587 0.32% 32
2022
Q4 		$480K Buy
6,439
+12
+0.2% +$918 0.27% 34
2022
Q3 		$472K Buy
6,427
+10
+0.2% +$848 0.31% 27
2022
Q2 		$513K Buy
6,417
+6
+0.1% +$531 0.38% 29
2022
Q1 		$661K Buy
6,411
+2
+0% +$204 0.52% 12
2021
Q4 		$735K Buy
6,409
+7
+0.1% +$777 0.57% 12
2021
Q3 		$648K Buy
6,402
+4
+0.1% +$417 0.53% 12
2021
Q2 		$635K Buy
6,398
+5
+0.1% +$466 0.52% 12
2021
Q1 		$560K Buy
6,393
+7
+0.1% +$613 0.48% 12
2020
Q4 		$543K Buy
6,386
+10
+0.2% +$799 0.48% 13
2020
Q3 		$480K Buy
6,376
+8
+0.1% +$584 0.43% 14
2020
Q2 		$429K Buy
+6,368
New +$384K 0.35% 14

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Verger Capital Management's IYW Position: Q1 2026 in Review

Verger Capital Management sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 2,443 shares — an estimated $488K sold.

Verger Capital Management first reported a position in IYW in Q2 2020 and held it in 23 quarters. The position peaked at $863K in Q2 2024. 1,184 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Verger Capital Management reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Verger Capital Management sold 2,443 iShares US Technology ETF shares in Q1 2026, an estimated $488K.
  • Verger Capital Management first reported a position in iShares US Technology ETF in Q2 2020 and held it in 23 quarters.
  • Verger Capital Management's iShares US Technology ETF position peaked at $863K in Q2 2024.
  • 1,184 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Verger Capital Management's 13F filing for Q1 2026, filed 13 May 2026.