Evergreen Advisors
IYW icon

Evergreen Advisors’s iShares US Technology ETF IYW Stock Holding History

Evergreen 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
Q3 		$275K Hold
1,038
– – 0.06% 24
2026
Q2 		$262K Hold
1,038
– – 0.06% 25
2026
Q1 		$188K Hold
1,038
– – 0.04% 27
2025
Q4 		$207K Buy
+1,038
New +$208K 0.05% 24

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Parker Investment Management
Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Evergreen Advisors's IYW Position: Q3 2026 in Review

Evergreen Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,038 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #24.

Evergreen Advisors first reported a position in IYW in Q4 2025 and has held it in 4 quarters since. 1,169 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Evergreen Advisors held 1,038 shares of iShares US Technology ETF worth $275K as of Q3 2026.
  • Evergreen Advisors left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.06% of Evergreen Advisors's portfolio in Q3 2026, its #24 holding.
  • Evergreen Advisors first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,169 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Evergreen Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.