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Vident Advisory’s iShares US Technology ETF IYW Stock Holding History

Vident Advisory’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 		$282K Sell
1,553
-95
-6% -$18.4K ﹤0.01% 1531
2025
Q4 		$329K Sell
1,648
-351
-18% -$70.2K ﹤0.01% 1348
2025
Q3 		$392K Buy
1,999
+670
+50% +$123K ﹤0.01% 1290
2025
Q2 		$230K Buy
+1,329
New +$201K ﹤0.01% 1439
2025
Q1 		– Sell
-2,979
Closed -$475K – 1594
2024
Q4 		$475K Buy
+2,979
New +$471K 0.01% 982

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

Vident Advisory's IYW Position: Q1 2026 in Review

Vident Advisory reduced its iShares US Technology ETF (IYW) stake by 5.8% in Q1 2026, selling an estimated $18.4K and leaving 1,553 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Vident Advisory first reported a position in IYW in Q4 2024 and has held it in 5 quarters since. The position peaked at $475K in Q4 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Vident Advisory held 1,553 shares of iShares US Technology ETF worth $282K as of Q1 2026.
  • Vident Advisory sold 95 iShares US Technology ETF shares in Q1 2026, an estimated $18.4K.
  • iShares US Technology ETF made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1531 holding.
  • Vident Advisory first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 5 quarters since.
  • Vident Advisory's iShares US Technology ETF position peaked at $475K in Q4 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.