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

EverSource 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 		$873K Sell
3,461
-921
-21% -$212K 0.03% 383
2026
Q1 		$795K Buy
4,382
+781
+22% +$151K 0.02% 448
2025
Q4 		$719K Sell
3,601
-18
-0.5% -$3.6K 0.03% 419
2025
Q3 		$709K Sell
3,619
-1,969
-35% -$360K 0.03% 398
2025
Q2 		$968K Sell
5,588
-812
-13% -$123K 0.04% 288
2025
Q1 		$899K Sell
6,400
-42,232
-87% -$6.58M 0.05% 268
2024
Q4 		$7.76M Buy
48,632
+3,503
+8% +$554K 0.44% 56
2024
Q3 		$6.84M Sell
45,129
-2,065
-4% -$304K 0.43% 56
2024
Q2 		$6.91M Buy
47,194
+5,077
+12% +$702K 0.46% 55
2024
Q1 		$5.4M Buy
42,117
+6,764
+19% +$880K 0.42% 60
2023
Q4 		$4.34M Buy
35,353
+17,385
+97% +$1.97M 0.4% 65
2023
Q3 		$1.89M Buy
17,968
+3,274
+22% +$356K 0.2% 109
2023
Q2 		$1.6M Buy
14,694
+8,964
+156% +$880K 0.18% 116
2023
Q1 		$532K Buy
5,730
+1,187
+26% +$99.6K 0.07% 212
2022
Q4 		$338K Buy
4,543
+4,278
+1,614% +$327K 0.05% 262
2022
Q3 		$20K Sell
265
-130
-33% -$11K ﹤0.01% 904
2022
Q2 		$32K Sell
395
-237
-38% -$21K 0.01% 709
2022
Q1 		$65K Buy
+632
New +$64.5K 0.02% 422

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

EverSource Wealth Advisors's IYW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 21% in Q2 2026, selling an estimated $212K and leaving 3,461 shares worth $873K. The position accounts for 0.03% of the portfolio, ranked #383.

EverSource Wealth Advisors first reported a position in IYW in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.76M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • EverSource Wealth Advisors held 3,461 shares of iShares US Technology ETF worth $873K as of Q2 2026.
  • EverSource Wealth Advisors sold 921 iShares US Technology ETF shares in Q2 2026, an estimated $212K.
  • iShares US Technology ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #383 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares US Technology ETF position peaked at $7.76M in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.