Dale Q Rice Investment Management Ltd IYW — ISHARES US TECHNOLOGY ETF

Ownership history in Dale Q Rice Investment Management Ltd  ·  8 quarters on record

AI Ownership Summary

Dale Q Rice Investment Management Ltd reported ISHARES US TECHNOLOGY ETF (IYW) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 1.64% in 2025 Q2. The latest visible filing shows IYW at 1.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IYW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dale Q Rice Investment Management Ltd's position in ISHARES US TECHNOLOGY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IYW was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IYW stock page Dale Q Rice Investment Management Ltd fund profile Dale Q Rice Investment Management Ltd full holdings
How Dale Q Rice Investment Management Ltd held IYW — position size vs. price
% of Fund (quarterly)    IYW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 11,123 -20 -0.2% 1.61% $2.9M 2026-10-09 $269.01
2026 Q2 REDUCED — — — 11,143 -52 -0.5% 1.52% $2.8M 2026-08-07 $254.00
2026 Q1 REDUCED — — — 11,195 -4 -0.0% 1.54% $2.0M 2026-05-08 $238.52
2025 Q4 REDUCED — — — 11,199 -26 -0.2% 1.60% $2.2M 2026-01-30 $198.20
2025 Q3 ADDED — — — 11,225 +36 +0.3% 1.59% $2.3M 2025-10-15 $196.38
2025 Q2 REDUCED 50.0% +12.5% ❌ 11,189 -11,191 -50.0% 1.64% $2.0M 2025-07-29 $180.78
2025 Q1 UNCHANGED — — — 22,380 — 0% 1.62% $3.1M 2025-04-22 $130.70
2024 Q4 INITIATED — — — 22,380 — — 1.57% $3.6M 2025-01-13 $156.17

🏢 Other funds also holding IYW

As of 2026 Q3 — sorted by position size

First Citizens Financial Corp 3Y 9.84% Kingsman Wealth Management, Inc. 4.22% Gallagher Capital Advisors, LLC 3.87% Terra Nova Asset Management LLC 3Y 7Y 3.02% Gerald Baker Financial Group LLC 2.47% Cadent Capital Advisors, LLC 3Y 2.39% Ashurst Perkins Coie Trust Co 3Y 7Y 2.37% Pettinga Financial Advisors LLC 3Y 7Y 2.22% RVW Wealth, LLC 3Y 7Y 1.78% Essex LLC 3Y 1.78%

FAQ About Dale Q Rice Investment Management Ltd and IYW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dale Q Rice Investment Management Ltd reported owning IYW?

Dale Q Rice Investment Management Ltd reported IYW across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported IYW position in Dale Q Rice Investment Management Ltd's portfolio?

The largest reported portfolio weight for IYW was 1.64% in 2025 Q2.

What is the latest reported IYW position on this page?

The most recent filing on this page is 2026 Q3, when Dale Q Rice Investment Management Ltd reported 11,123 shares, equal to 1.61% of portfolio, with an estimated market value of $2.9M.

What does the chart on this IYW ownership page compare?

The chart compares Dale Q Rice Investment Management Ltd's quarterly IYW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dale Q Rice Investment Management Ltd time their IYW position?

Based on 13F filing dates vs. subsequent IYW price moves, Dale Q Rice Investment Management Ltd correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on IYW relative to SPY over the holding period was +14.3%.

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