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Wealth Alliance’s iShares US Technology ETF IYW Stock Holding History

Wealth Alliance’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 		$2.9M Sell
15,969
-3,854
-19% -$745K 0.29% 76
2025
Q4 		$3.96M Buy
19,823
+344
+2% +$68.8K 0.39% 43
2025
Q3 		$3.82M Sell
19,479
-25,593
-57% -$4.68M 0.39% 42
2025
Q2 		$7.81M Sell
45,072
-5,396
-11% -$818K 0.87% 19
2025
Q1 		$7.09M Buy
50,468
+1,522
+3% +$237K 0.86% 18
2024
Q4 		$7.81M Sell
48,946
-1,685
-3% -$267K 0.93% 16
2024
Q3 		$7.68M Sell
50,631
-5,344
-10% -$786K 0.92% 17
2024
Q2 		$8.42M Buy
55,975
+790
+1% +$109K 1.09% 15
2024
Q1 		$7.45M Buy
55,185
+4,295
+8% +$559K 0.98% 15
2023
Q4 		$6.25M Buy
50,890
+13,069
+35% +$1.48M 0.88% 17
2023
Q3 		$3.97M Sell
37,821
-30,166
-44% -$3.28M 0.63% 22
2023
Q2 		$7.4M Buy
67,987
+998
+1% +$98K 1.11% 12
2023
Q1 		$6.22M Buy
66,989
+19,452
+41% +$1.63M 1.01% 13
2022
Q4 		$3.54M Buy
47,537
+40,003
+531% +$3.06M 0.63% 21
2022
Q3 		$553K Buy
7,534
+785
+12% +$66.6K 0.11% 194
2022
Q2 		$539K Buy
6,749
+543
+9% +$48.1K 0.1% 198
2022
Q1 		$640K Buy
6,206
+1,815
+41% +$185K 0.13% 174
2021
Q4 		$504K Buy
4,391
+1,613
+58% +$179K 0.1% 219
2021
Q3 		$281K Sell
2,778
-10
-0.4% -$1.04K 0.06% 328
2021
Q2 		$277K Buy
+2,788
New +$260K 0.07% 343
2021
Q1 		– Sell
-2,641
Closed -$225K – 400
2020
Q4 		$225K Buy
+2,641
New +$211K 0.07% 345

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

Wealth Alliance's IYW Position: Q1 2026 in Review

Wealth Alliance reduced its iShares US Technology ETF (IYW) stake by 19% in Q1 2026, selling an estimated $745K and leaving 15,969 shares worth $2.9M. The position accounts for 0.29% of the portfolio, ranked #76.

Wealth Alliance first reported a position in IYW in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.42M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Wealth Alliance held 15,969 shares of iShares US Technology ETF worth $2.9M as of Q1 2026.
  • Wealth Alliance sold 3,854 iShares US Technology ETF shares in Q1 2026, an estimated $745K.
  • iShares US Technology ETF made up 0.29% of Wealth Alliance's portfolio in Q1 2026, its #76 holding.
  • Wealth Alliance first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 21 quarters since.
  • Wealth Alliance's iShares US Technology ETF position peaked at $8.42M in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.