Sovran Advisors’s iShares US Technology ETF IYW Stock Holding History

Sovran 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	$3.88M	Sell	16,689 -1,501	-8%	-$345K	0.29%	94
2026 Q1	$3.97M	Buy	18,190 +309	+2%	+$59.7K	0.31%	89
2025 Q4	$3.57M	Sell	17,881 -234	-1%	-$46.8K	0.3%	91
2025 Q3	$3.77M	Sell	18,115 -12,540	-41%	-$2.29M	0.33%	83
2025 Q2	$5.36M	Buy	30,655 +270	+0.9%	+$40.9K	0.56%	39
2025 Q1	$3.99M	Sell	30,385 -602	-2%	-$93.8K	0.52%	43
2024 Q4	$4.85M	Buy	+30,987	New	+$4.9M	0.69%	34

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

Sovran Advisors's IYW Position: Q2 2026 in Review

Sovran Advisors reduced its iShares US Technology ETF (IYW) stake by 8.3% in Q2 2026, selling an estimated $345K and leaving 16,689 shares worth $3.88M. The position accounts for 0.29% of the portfolio, ranked #94.

Sovran Advisors first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.36M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Sovran Advisors held 16,689 shares of iShares US Technology ETF worth $3.88M as of Q2 2026.
Sovran Advisors sold 1,501 iShares US Technology ETF shares in Q2 2026, an estimated $345K.
iShares US Technology ETF made up 0.29% of Sovran Advisors's portfolio in Q2 2026, its #94 holding.
Sovran Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares US Technology ETF position peaked at $5.36M in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.