Yukon Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Yukon Wealth 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	$1.03M	Sell	5,664 -210	-4%	-$40.6K	0.61%	37
2025 Q4	$1.12M	Sell	5,874 -1,080	-16%	-$216K	0.64%	34
2025 Q3	$1.36M	Sell	6,954 -169	-2%	-$30.9K	0.45%	43
2025 Q2	$1.23M	Buy	7,123 +241	+4%	+$36.5K	0.44%	45
2025 Q1	$967K	Buy	+6,882	New	+$1.07M	0.4%	49

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

Yukon Wealth Management's IYW Position: Q1 2026 in Review

Yukon Wealth Management reduced its iShares US Technology ETF (IYW) stake by 3.6% in Q1 2026, selling an estimated $40.6K and leaving 5,664 shares worth $1.03M. The position accounts for 0.61% of the portfolio, ranked #37.

Yukon Wealth Management first reported a position in IYW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Yukon Wealth Management held 5,664 shares of iShares US Technology ETF worth $1.03M as of Q1 2026.
Yukon Wealth Management sold 210 iShares US Technology ETF shares in Q1 2026, an estimated $40.6K.
iShares US Technology ETF made up 0.61% of Yukon Wealth Management's portfolio in Q1 2026, its #37 holding.
Yukon Wealth Management first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 5 quarters since.
Yukon Wealth Management's iShares US Technology ETF position peaked at $1.36M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.