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	Sell	8,951 -5,673	-39%	-$1.04M	1.57%	20
2025 Q2	$2.53M	Sell	14,624 -782	-5%	-$119K	2.69%	11
2025 Q1	$2.16M	Sell	15,406 -93	-0.6%	-$14.5K	2.44%	13
2024 Q4	$2.47M	Buy	+15,499	New	+$2.45M	2.72%	11

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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 Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q2 2025. 1,307 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 Q4 2024 and has held it in 7 quarters since.
Davis Wealth Advisors's iShares US Technology ETF position peaked at $2.53M in Q2 2025.
1,307 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.