Wells Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Wells Financial Advisors’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	$113K	Hold	625	–	–	0.52%	29
2025 Q4	$125K	Sell	625 -670	-52%	-$134K	0.24%	42
2025 Q3	$254K	Hold	1,295	–	–	0.34%	37
2025 Q2	$224K	Buy	1,295 +270	+26%	+$40.9K	0.31%	38
2025 Q1	$144K	Hold	1,025	–	–	0.2%	41
2024 Q4	$164K	Buy	1,025 +893	+677%	+$141K	0.22%	45
2024 Q3	$20K	Sell	132 -4,576	-97%	-$673K	0.03%	67
2024 Q2	$709K	Buy	+4,708	New	+$651K	0.47%	33

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

Wells Financial Advisors's IYW Position: Q1 2026 in Review

Wells Financial Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 625 shares worth $113K. The position accounts for 0.52% of the portfolio, ranked #29.

Wells Financial Advisors first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. The position peaked at $709K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Wells Financial Advisors held 625 shares of iShares US Technology ETF worth $113K as of Q1 2026.
Wells Financial Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.52% of Wells Financial Advisors's portfolio in Q1 2026, its #29 holding.
Wells Financial Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
Wells Financial Advisors's iShares US Technology ETF position peaked at $709K in Q2 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.