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Davis Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Davis Wealth 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
Q2 		$934K Sell
3,703
-4,299
-54% -$987K 0.72% 40
2026
Q1 		$1.45M Sell
8,002
-27
-0.3% -$5.22K 1.21% 27
2025
Q4 		$1.6M Sell
8,029
-922
-10% -$184K 1.33% 26
2025
Q3 		$1.75M Buy
+8,951
New +$1.64M 1.57% 20

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Davis Wealth Advisors's IYW Position: Q2 2026 in Review

Davis Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 54% in Q2 2026, selling an estimated $987K and leaving 3,703 shares worth $934K. The position accounts for 0.72% of the portfolio, ranked #40.

Davis Wealth Advisors first reported a position in IYW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Davis Wealth Advisors held 3,703 shares of iShares US Technology ETF worth $934K as of Q2 2026.
  • Davis Wealth Advisors sold 4,299 iShares US Technology ETF shares in Q2 2026, an estimated $987K.
  • iShares US Technology ETF made up 0.72% of Davis Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Davis Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • Davis Wealth Advisors's iShares US Technology ETF position peaked at $1.75M in Q3 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.