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

Wealth Quarterback’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	$337K	Sell	1,856 -8,644	-82%	-$1.67M	0.13%	118
2025 Q4	$2.1M	Sell	10,500 -9,147	-47%	-$1.83M	0.75%	25
2025 Q3	$3.85M	Buy	19,647 +843	+4%	+$154K	1.49%	15
2025 Q2	$3.26M	Buy	18,804 +10,256	+120%	+$1.55M	1.54%	13
2025 Q1	$1.2M	Buy	+8,548	New	+$1.33M	0.68%	31
2021 Q3	$1K	Buy	5 +1	+25%	+$104	﹤0.01%	788
2021 Q2	$1K	Buy	+4	New	+$373	﹤0.01%	802
2020 Q2	–	Sell	-108	Closed	-$5.6K	–	442
2020 Q1	$5.6K	Sell	108 -1,272	-92%	-$73.7K	0.01%	591
2019 Q4	$5.89K	Buy	+1,380	New	+$75.1K	0.01%	613

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

Wealth Quarterback's IYW Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares US Technology ETF (IYW) stake by 82% in Q1 2026, selling an estimated $1.67M and leaving 1,856 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #118.

Wealth Quarterback first reported a position in IYW in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.85M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Wealth Quarterback held 1,856 shares of iShares US Technology ETF worth $337K as of Q1 2026.
Wealth Quarterback sold 8,644 iShares US Technology ETF shares in Q1 2026, an estimated $1.67M.
iShares US Technology ETF made up 0.13% of Wealth Quarterback's portfolio in Q1 2026, its #118 holding.
Wealth Quarterback first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 9 quarters since.
Wealth Quarterback's iShares US Technology ETF position peaked at $3.85M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.