Paces Ferry Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Paces Ferry 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	$729K	Hold	2,892	–	–	0.27%	53
2026 Q1	$525K	Buy	2,892 +1	+0%	+$193	0.22%	57
2025 Q4	$577K	Hold	2,891	–	–	0.23%	59
2025 Q3	$566K	Hold	2,891	–	–	0.24%	58
2025 Q2	$501K	Buy	2,891 +1	+0%	+$152	0.23%	60
2025 Q1	$406K	Hold	2,890	–	–	0.2%	70
2024 Q4	$461K	Hold	2,890	–	–	0.22%	64
2024 Q3	$438K	Buy	2,890 +1	+0%	+$147	0.25%	66
2024 Q2	$435K	Hold	2,889	–	–	0.26%	64
2024 Q1	$390K	Buy	2,889 +2	+0.1%	+$260	0.25%	70
2023 Q4	$354K	Buy	2,887 +4	+0.1%	+$453	0.25%	76
2023 Q3	$302K	Hold	2,883	–	–	0.24%	78
2023 Q2	$314K	Buy	2,883 +2	+0.1%	+$196	0.24%	80
2023 Q1	$267K	Buy	2,881 +3	+0.1%	+$252	0.22%	91
2022 Q4	$214K	Buy	2,878 +10	+0.3%	+$765	0.21%	102
2022 Q3	$210K	Hold	2,868	–	–	0.23%	89
2022 Q2	$229K	Buy	2,868 +2	+0.1%	+$177	0.23%	92
2022 Q1	$295K	Buy	2,866 +1	+0%	+$102	0.23%	85
2021 Q4	$329K	Buy	2,865 +5	+0.2%	+$555	0.24%	85
2021 Q3	$290K	Hold	2,860	–	–	0.23%	89
2021 Q2	$284K	Buy	2,860 +6	+0.2%	+$560	0.22%	92
2021 Q1	$250K	Hold	2,854	–	–	0.22%	99
2020 Q4	$243K	Sell	2,854 -2	-0.1%	-$160	0.22%	94
2020 Q3	$215K	Buy	+2,856	New	+$209K	0.19%	95

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

Paces Ferry Wealth Advisors's IYW Position: Q2 2026 in Review

Paces Ferry Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,892 shares worth $729K. The position accounts for 0.27% of the portfolio, ranked #53.

Paces Ferry Wealth Advisors first reported a position in IYW in Q3 2020 and has held it in 24 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Paces Ferry Wealth Advisors held 2,892 shares of iShares US Technology ETF worth $729K as of Q2 2026.
Paces Ferry Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.27% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Paces Ferry Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 24 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.