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

EP 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
Q1 		$5.93M Sell
32,693
-1,081
-3% -$209K 0.03% 284
2025
Q4 		$6.74M Buy
+33,774
New +$6.76M 0.04% 241
2025
Q2 		$4.99M Buy
28,808
+12,069
+72% +$1.83M 0.03% 265
2025
Q1 		$2.35M Sell
16,739
-975
-6% -$152K 0.02% 339
2024
Q4 		$2.83M Buy
17,714
+5,002
+39% +$791K 0.02% 297
2024
Q3 		$1.93M Buy
12,712
+1,069
+9% +$157K 0.02% 365
2024
Q2 		$1.75M Buy
11,643
+243
+2% +$33.6K 0.02% 302
2024
Q1 		$1.54M Buy
11,400
+109
+1% +$14.2K 0.02% 306
2023
Q4 		$1.39M Buy
11,291
+1,261
+13% +$143K 0.02% 319
2023
Q3 		$1.05M Sell
10,030
-8,916
-47% -$970K 0.02% 322
2023
Q2 		$1.02M Buy
18,946
+14,480
+324% +$1.42M 0.01% 332
2023
Q1 		$1.22M Sell
4,466
-25,216
-85% -$2.12M 0.02% 284
2022
Q4 		$2.21M Buy
+29,682
New +$2.27M 0.04% 215
2022
Q3 		– Sell
-63,654
Closed -$5.09M – 489
2022
Q2 		$5.09M Buy
63,654
+50,087
+369% +$4.43M 0.11% 105
2022
Q1 		$1.4M Sell
13,567
-33,615
-71% -$3.43M 0.03% 230
2021
Q4 		$5.42M Buy
47,182
+42,795
+975% +$4.75M 0.13% 98
2021
Q3 		$444K Buy
4,387
+678
+18% +$70.7K 0.01% 354
2021
Q2 		$369K Buy
3,709
+60
+2% +$5.6K 0.01% 399
2021
Q1 		$320K Sell
3,649
-2,015
-36% -$177K 0.01% 399
2020
Q4 		$482K Buy
+5,664
New +$453K 0.02% 270
2020
Q2 		– Sell
-7,040
Closed -$360K – 380
2020
Q1 		$360K Sell
7,040
-33,836
-83% -$1.96M 0.02% 293
2019
Q4 		$2.38M Buy
+40,876
New +$2.22M 0.1% 123
2015
Q4 		– Sell
-13,528
Closed -$334K – 151
2015
Q3 		$334K Buy
+13,528
New +$349K 0.06% 104

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

EP Wealth Advisors's IYW Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 3.2% in Q1 2026, selling an estimated $209K and leaving 32,693 shares worth $5.93M. The position accounts for 0.03% of the portfolio, ranked #284.

EP Wealth Advisors first reported a position in IYW in Q3 2015 and has held it in 23 quarters since. The position peaked at $6.74M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • EP Wealth Advisors held 32,693 shares of iShares US Technology ETF worth $5.93M as of Q1 2026.
  • EP Wealth Advisors sold 1,081 iShares US Technology ETF shares in Q1 2026, an estimated $209K.
  • iShares US Technology ETF made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #284 holding.
  • EP Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2015 and has held it in 23 quarters since.
  • EP Wealth Advisors's iShares US Technology ETF position peaked at $6.74M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.