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WealthShield Partners’s iShares US Technology ETF IYW Stock Holding History

WealthShield 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 		$416K Sell
2,294
-2,051
-47% -$396K 0.05% 258
2025
Q4 		$868K Sell
4,345
-171
-4% -$34.2K 0.1% 194
2025
Q3 		$885K Sell
4,516
-18,292
-80% -$3.35M 0.1% 186
2025
Q2 		$3.95M Sell
22,808
-4,565
-17% -$692K 0.48% 57
2025
Q1 		$3.84M Buy
27,373
+576
+2% +$89.7K 0.49% 55
2024
Q4 		$4.27M Sell
26,797
-722
-3% -$114K 0.61% 42
2024
Q3 		$4.17M Sell
27,519
-3,178
-10% -$467K 0.57% 44
2024
Q2 		$4.62M Buy
30,697
+322
+1% +$44.5K 0.7% 33
2024
Q1 		$4.1M Buy
30,375
+3,211
+12% +$418K 0.66% 37
2023
Q4 		$3.33M Buy
27,164
+5,790
+27% +$656K 0.55% 43
2023
Q3 		$2.24M Sell
21,374
-17,497
-45% -$1.9M 0.34% 78
2023
Q2 		$4.23M Buy
38,871
+731
+2% +$71.8K 0.64% 38
2023
Q1 		$3.54M Buy
38,140
+12,441
+48% +$1.04M 0.57% 44
2022
Q4 		$1.91M Buy
+25,699
New +$1.97M 0.37% 73
2021
Q2 		– Sell
-72
Closed -$6K – 955
2021
Q1 		$6K Buy
+72
New +$6.31K ﹤0.01% 921

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

WealthShield Partners's IYW Position: Q1 2026 in Review

WealthShield Partners reduced its iShares US Technology ETF (IYW) stake by 47% in Q1 2026, selling an estimated $396K and leaving 2,294 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #258.

WealthShield Partners first reported a position in IYW in Q1 2021 and has held it in 15 quarters since. The position peaked at $4.62M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • WealthShield Partners held 2,294 shares of iShares US Technology ETF worth $416K as of Q1 2026.
  • WealthShield Partners sold 2,051 iShares US Technology ETF shares in Q1 2026, an estimated $396K.
  • iShares US Technology ETF made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #258 holding.
  • WealthShield Partners first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 15 quarters since.
  • WealthShield Partners's iShares US Technology ETF position peaked at $4.62M in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.