IWA
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IBEX Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

IBEX 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
Q1 		$2M Sell
11,035
-375
-3% -$72.5K 0.19% 80
2025
Q4 		$2.28M Buy
11,410
+4,178
+58% +$836K 0.22% 83
2025
Q3 		$1.42M Buy
7,232
+550
+8% +$101K 0.14% 100
2025
Q2 		$1.16M Sell
6,682
-6,083
-48% -$922K 0.12% 98
2025
Q1 		$1.79M Sell
12,765
-436
-3% -$67.9K 0.24% 79
2024
Q4 		$2.11M Buy
+13,201
New +$2.09M 0.25% 80
2022
Q4 		– Sell
-12,084
Closed -$887K – 180
2022
Q3 		$887K Buy
12,084
+67
+0.6% +$5.68K 0.23% 85
2022
Q2 		$961K Sell
12,017
-432
-3% -$38.2K 0.22% 93
2022
Q1 		$1.28M Sell
12,449
-720
-5% -$73.5K 0.25% 96
2021
Q4 		$1.51M Sell
13,169
-257
-2% -$28.5K 0.27% 101
2021
Q3 		$1.36M Buy
13,426
+344
+3% +$35.9K 0.26% 103
2021
Q2 		$1.3M Buy
13,082
+193
+1% +$18K 0.26% 106
2021
Q1 		$1.13M Sell
12,889
-21
-0.2% -$1.84K 0.28% 93
2020
Q4 		$1.1M Buy
+12,910
New +$1.03M 0.29% 88
2019
Q3 		– Sell
-13,648
Closed -$675K – 238
2019
Q2 		$675K Buy
+13,648
New +$667K 0.19% 111
2017
Q4 		– Sell
-16,028
Closed -$612K – 109
2017
Q3 		$612K Buy
16,028
+820
+5% +$30K 0.23% 91
2017
Q2 		$538K Buy
+15,208
New +$533K 0.21% 93
2017
Q1 		– Sell
-13,936
Closed -$433K – 231
2016
Q4 		$433K Buy
13,936
+1,220
+10% +$36.4K 0.21% 90
2016
Q3 		$379K Buy
+12,716
New +$364K 0.21% 91

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

IBEX Wealth Advisors's IYW Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 3.3% in Q1 2026, selling an estimated $72.5K and leaving 11,035 shares worth $2M. The position accounts for 0.19% of the portfolio, ranked #80.

IBEX Wealth Advisors first reported a position in IYW in Q3 2016 and has held it in 19 quarters since. The position peaked at $2.28M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • IBEX Wealth Advisors held 11,035 shares of iShares US Technology ETF worth $2M as of Q1 2026.
  • IBEX Wealth Advisors sold 375 iShares US Technology ETF shares in Q1 2026, an estimated $72.5K.
  • iShares US Technology ETF made up 0.19% of IBEX Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • IBEX Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2016 and has held it in 19 quarters since.
  • IBEX Wealth Advisors's iShares US Technology ETF position peaked at $2.28M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.