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Evolution Advisers’s iShares US Technology ETF IYW Stock Holding History

Evolution Advisers’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 		$22K Sell
124
-18
-13% -$3.48K 0.01% 116
2025
Q4 		$28K Hold
142
– – 0.01% 113
2025
Q3 		$28K Buy
+142
New +$26K 0.01% 112

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 $6.46B AUM 18.45% 1-Year Est. Return

Evolution Advisers's IYW Position: Q1 2026 in Review

Evolution Advisers reduced its iShares US Technology ETF (IYW) stake by 13% in Q1 2026, selling an estimated $3.48K and leaving 124 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #116.

Evolution Advisers first reported a position in IYW in Q3 2025 and has held it in 3 quarters since. The position peaked at $28K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Evolution Advisers held 124 shares of iShares US Technology ETF worth $22K as of Q1 2026.
  • Evolution Advisers sold 18 iShares US Technology ETF shares in Q1 2026, an estimated $3.48K.
  • iShares US Technology ETF made up 0.01% of Evolution Advisers's portfolio in Q1 2026, its #116 holding.
  • Evolution Advisers first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Evolution Advisers's iShares US Technology ETF position peaked at $28K in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.