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Verus Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Verus Capital Partners’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 		$506K Sell
2,788
-2,513
-47% -$486K 0.03% 265
2025
Q4 		$1.06M Sell
5,301
-159
-3% -$31.8K 0.07% 163
2025
Q3 		$1.07M Sell
5,460
-6,195
-53% -$1.13M 0.08% 148
2025
Q2 		$2.02M Sell
11,655
-247
-2% -$37.4K 0.18% 76
2025
Q1 		$1.67M Buy
11,902
+167
+1% +$26K 0.17% 85
2024
Q4 		$1.87M Sell
11,735
-2,130
-15% -$337K 0.18% 78
2024
Q3 		$2.1M Buy
13,865
+1,760
+15% +$259K 0.21% 72
2024
Q2 		$1.82M Sell
12,105
-282
-2% -$39K 0.19% 78
2024
Q1 		$1.67M Buy
12,387
+3,053
+33% +$397K 0.18% 82
2023
Q4 		$1.15M Buy
9,334
+6,558
+236% +$743K 0.14% 94
2023
Q3 		$291K Sell
2,776
-2,234
-45% -$243K 0.04% 225
2023
Q2 		$545K Sell
5,010
-50
-1% -$4.91K 0.08% 149
2023
Q1 		$470K Buy
5,060
+1,408
+39% +$118K 0.07% 161
2022
Q4 		$272K Buy
+3,652
New +$279K 0.05% 215
2020
Q1 		$59K Sell
1,144
-1,436
-56% -$83.2K 0.02% 444
2019
Q4 		$150K Buy
+2,580
New +$140K 0.05% 281

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Verus Capital Partners's IYW Position: Q1 2026 in Review

Verus Capital Partners reduced its iShares US Technology ETF (IYW) stake by 47% in Q1 2026, selling an estimated $486K and leaving 2,788 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #265.

Verus Capital Partners first reported a position in IYW in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.1M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Verus Capital Partners held 2,788 shares of iShares US Technology ETF worth $506K as of Q1 2026.
  • Verus Capital Partners sold 2,513 iShares US Technology ETF shares in Q1 2026, an estimated $486K.
  • iShares US Technology ETF made up 0.03% of Verus Capital Partners's portfolio in Q1 2026, its #265 holding.
  • Verus Capital Partners first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 16 quarters since.
  • Verus Capital Partners's iShares US Technology ETF position peaked at $2.1M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.