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

Weinberger 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	$4.43M	Buy	24,415 +9	+0%	+$1.74K	1.66%	18
2025 Q4	$4.87M	Buy	24,406 +7	+0%	+$1.4K	1.76%	17
2025 Q3	$4.78M	Buy	24,399 +7	+0%	+$1.28K	1.73%	17
2025 Q2	$4.23M	Buy	24,392 +13	+0.1%	+$1.97K	1.63%	15
2025 Q1	$3.42M	Buy	24,379 +12	+0%	+$1.87K	1.47%	20
2024 Q4	$3.89M	Buy	24,367 +11	+0%	+$1.74K	1.62%	18
2024 Q3	$3.69M	Buy	24,356 +17	+0.1%	+$2.5K	1.57%	19
2024 Q2	$3.66M	Buy	24,339 +13	+0.1%	+$1.8K	1.73%	17
2024 Q1	$3.29M	Buy	24,326 +14	+0.1%	+$1.82K	1.59%	18
2023 Q4	$2.98M	Buy	24,312 +34	+0.1%	+$3.85K	1.53%	18
2023 Q3	$2.55M	Hold	24,278	–	–	1.45%	20
2023 Q2	$2.64M	Buy	24,278 +15	+0.1%	+$1.47K	1.46%	21
2023 Q1	$2.25M	Sell	24,263 -1,321	-5%	-$111K	1.31%	22
2022 Q4	$1.91M	Buy	25,584 +87	+0.3%	+$6.66K	1.17%	22
2022 Q3	$1.87M	Hold	25,497	–	–	1.29%	20
2022 Q2	$2.04M	Buy	+25,497	New	+$2.26M	1.35%	21

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

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

Weinberger Asset Management increased its iShares US Technology ETF (IYW) stake by 0.04% in Q1 2026, buying an estimated $1.74K and bringing the position to 24,415 shares worth $4.43M. The position accounts for 1.66% of the portfolio, ranked #18.

Weinberger Asset Management first reported a position in IYW in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.87M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Weinberger Asset Management held 24,415 shares of iShares US Technology ETF worth $4.43M as of Q1 2026.
Weinberger Asset Management bought 9 iShares US Technology ETF shares in Q1 2026, an estimated $1.74K.
iShares US Technology ETF made up 1.66% of Weinberger Asset Management's portfolio in Q1 2026, its #18 holding.
Weinberger Asset Management first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 16 quarters since.
Weinberger Asset Management's iShares US Technology ETF position peaked at $4.87M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.