WealthTrust Asset Management’s iShares US Technology ETF IYW Stock Holding History

WealthTrust Asset Management’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	$241K	Buy	1,331 +284	+27%	+$54.9K	0.14%	77
2025 Q4	$209K	Hold	1,047	–	–	0.15%	75
2025 Q3	$205K	Buy	+1,047	New	+$192K	0.14%	78
2025 Q1	–	Sell	-1,396	Closed	-$223K	–	95
2024 Q4	$223K	Buy	1,396 +1	+0.1%	+$158	0.16%	84
2024 Q3	$212K	Hold	1,395	–	–	0.16%	85
2024 Q2	$210K	Buy	+1,395	New	+$193K	0.15%	83
2022 Q2	–	Sell	-3,642	Closed	-$375K	–	84
2022 Q1	$375K	Sell	3,642 -1,151	-24%	-$118K	0.27%	49
2021 Q4	$550K	Buy	4,793 +4	+0.1%	+$444	0.37%	43
2021 Q3	$485K	Hold	4,789	–	–	0.43%	40
2021 Q2	$476K	Buy	+4,789	New	+$447K	0.41%	45

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

WealthTrust Asset Management's IYW Position: Q1 2026 in Review

WealthTrust Asset Management increased its iShares US Technology ETF (IYW) stake by 27% in Q1 2026, buying an estimated $54.9K and bringing the position to 1,331 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #77.

WealthTrust Asset Management first reported a position in IYW in Q2 2021 and has held it in 10 quarters since. The position peaked at $550K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

WealthTrust Asset Management held 1,331 shares of iShares US Technology ETF worth $241K as of Q1 2026.
WealthTrust Asset Management bought 284 iShares US Technology ETF shares in Q1 2026, an estimated $54.9K.
iShares US Technology ETF made up 0.14% of WealthTrust Asset Management's portfolio in Q1 2026, its #77 holding.
WealthTrust Asset Management first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 10 quarters since.
WealthTrust Asset Management's iShares US Technology ETF position peaked at $550K in Q4 2021.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.