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

Evercore 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 Q2	$202K	Buy	+800	New	+$184K	﹤0.01%	402
2024 Q1	–	Sell	-2,800	Closed	-$344K	–	432
2023 Q4	$344K	Hold	2,800	–	–	0.01%	319
2023 Q3	$294K	Buy	+2,800	New	+$304K	0.01%	322
2021 Q3	–	Sell	-3,200	Closed	-$318K	–	422
2021 Q2	$318K	Hold	3,200	–	–	0.01%	358
2021 Q1	$281K	Hold	3,200	–	–	0.01%	372
2020 Q4	$272K	Hold	3,200	–	–	0.01%	375
2020 Q3	$241K	Hold	3,200	–	–	0.01%	339
2020 Q2	$216K	Buy	+3,200	New	+$193K	0.01%	349
2018 Q1	–	Sell	-800	Closed	-$33K	–	575
2017 Q4	$33K	Hold	800	–	–	﹤0.01%	640
2017 Q3	$30K	Hold	800	–	–	﹤0.01%	636
2017 Q2	$28K	Hold	800	–	–	﹤0.01%	664
2017 Q1	$27K	Hold	800	–	–	﹤0.01%	708
2016 Q4	$24K	Hold	800	–	–	﹤0.01%	727
2016 Q3	$24K	Hold	800	–	–	﹤0.01%	741
2016 Q2	$21K	Hold	800	–	–	﹤0.01%	747
2016 Q1	$22K	Hold	800	–	–	﹤0.01%	706
2015 Q4	$21K	Hold	800	–	–	﹤0.01%	757
2015 Q3	$20K	Hold	800	–	–	﹤0.01%	739
2015 Q2	$20K	Sell	800 -416	-34%	-$11.2K	﹤0.01%	793
2015 Q1	$31K	Buy	+1,216	New	+$32K	﹤0.01%	708
2014 Q4	–	Sell	-1,216	Closed	-$30K	–	932
2014 Q3	$30K	Hold	1,216	–	–	﹤0.01%	679
2014 Q2	$30K	Hold	1,216	–	–	﹤0.01%	677
2014 Q1	$27K	Hold	1,216	–	–	﹤0.01%	702
2013 Q4	$27K	Hold	1,216	–	–	﹤0.01%	643
2013 Q3	$24K	Sell	1,216 -920	-43%	-$17.9K	﹤0.01%	658
2013 Q2	$39K	Buy	+2,136	New	+$39.7K	﹤0.01%	596

Other funds holding IYW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Evercore Wealth Management's IYW Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 800 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in IYW as recently as Q4 2023.

Evercore Wealth Management first reported a position in IYW in Q2 2013 and has held it in 26 quarters since. The position peaked at $344K in Q4 2023. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Evercore Wealth Management held 800 shares of iShares US Technology ETF worth $202K as of Q2 2026.
iShares US Technology ETF was a new Evercore Wealth Management position in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #402 holding.
Evercore Wealth Management first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 26 quarters since.
Evercore Wealth Management's iShares US Technology ETF position peaked at $344K in Q4 2023.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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