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WealthCare Investment Partners’s iShares US Technology ETF IYW Stock Holding History

WealthCare Investment 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 		$1.89M Sell
10,175
-680
-6% -$131K 0.52% 53
2025
Q4 		$2.17M Sell
10,855
-290
-3% -$58K 0.63% 46
2025
Q3 		$2.2M Sell
11,145
-524
-4% -$95.9K 0.71% 40
2025
Q2 		$2.05M Sell
11,669
-150
-1% -$22.7K 0.74% 40
2025
Q1 		$1.51M Buy
11,819
+1,132
+11% +$176K 0.64% 42
2024
Q4 		$1.71M Buy
10,687
+1,611
+18% +$255K 0.74% 36
2024
Q3 		$1.36M Buy
9,076
+1,685
+23% +$248K 0.6% 45
2024
Q2 		$1.11M Buy
7,391
+2,470
+50% +$341K 0.52% 53
2024
Q1 		$665K Buy
4,921
+2,562
+109% +$334K 0.32% 67
2023
Q4 		$285K Buy
2,359
+252
+12% +$28.5K 0.16% 101
2023
Q3 		$224K Hold
2,107
– – 0.14% 113
2023
Q2 		$228K Sell
2,107
-112
-5% -$11K 0.14% 111
2023
Q1 		$206K Buy
+2,219
New +$186K 0.12% 121
2022
Q4 		– Sell
-2,945
Closed -$216K – 117
2022
Q3 		$216K Buy
2,945
+4
+0.1% +$339 0.18% 100
2022
Q2 		$235K Sell
2,941
-29
-1% -$2.57K 0.2% 92
2022
Q1 		$288K Sell
2,970
-590
-17% -$60.2K 0.26% 81
2021
Q4 		$409K Buy
+3,560
New +$395K 0.4% 61

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

WealthCare Investment Partners's IYW Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares US Technology ETF (IYW) stake by 6.3% in Q1 2026, selling an estimated $131K and leaving 10,175 shares worth $1.89M. The position accounts for 0.52% of the portfolio, ranked #53.

WealthCare Investment Partners first reported a position in IYW in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.2M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • WealthCare Investment Partners held 10,175 shares of iShares US Technology ETF worth $1.89M as of Q1 2026.
  • WealthCare Investment Partners sold 680 iShares US Technology ETF shares in Q1 2026, an estimated $131K.
  • iShares US Technology ETF made up 0.52% of WealthCare Investment Partners's portfolio in Q1 2026, its #53 holding.
  • WealthCare Investment Partners first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 17 quarters since.
  • WealthCare Investment Partners's iShares US Technology ETF position peaked at $2.2M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.