Evergreen Capital Management’s iShares US Technology ETF IYW Stock Holding History

Evergreen Capital 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	$451K	Hold	1,787	–	–	0.01%	970
2026 Q1	$324K	Hold	1,787	–	–	0.01%	1071
2025 Q4	$357K	Sell	1,787 -956	-35%	-$191K	0.01%	941
2025 Q3	$537K	Hold	2,743	–	–	0.01%	626
2025 Q2	$475K	Hold	2,743	–	–	0.01%	572
2025 Q1	$385K	Hold	2,743	–	–	0.01%	611
2024 Q4	$438K	Hold	2,743	–	–	0.01%	560
2024 Q3	$416K	Hold	2,743	–	–	0.01%	577
2024 Q2	$413K	Hold	2,743	–	–	0.01%	524
2024 Q1	$370K	Hold	2,743	–	–	0.01%	553
2023 Q4	$337K	Hold	2,743	–	–	0.01%	542
2023 Q3	$288K	Sell	2,743 -444	-14%	-$48.3K	0.01%	571
2023 Q2	$347K	Buy	+3,187	New	+$313K	0.01%	504
2022 Q2	–	Sell	-3,700	Closed	-$381K	–	628
2022 Q1	$381K	Hold	3,700	–	–	0.02%	426
2021 Q4	$425K	Buy	3,700 +340	+10%	+$37.7K	0.02%	400
2021 Q3	$340K	Buy	+3,360	New	+$351K	0.02%	410

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

Evergreen Capital Management's IYW Position: Q2 2026 in Review

Evergreen Capital Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,787 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #970.

Evergreen Capital Management first reported a position in IYW in Q3 2021 and has held it in 16 quarters since. The position peaked at $537K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Evergreen Capital Management held 1,787 shares of iShares US Technology ETF worth $451K as of Q2 2026.
Evergreen Capital Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #970 holding.
Evergreen Capital Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 16 quarters since.
Evergreen Capital Management's iShares US Technology ETF position peaked at $537K in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.