Two West Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Two West Capital 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
2025 Q4	–	Sell	-1,418	Closed	-$288K	–	101
2025 Q3	$288K	Sell	1,418 -1,715	-55%	-$314K	0.17%	78
2025 Q2	$564K	Buy	3,133 +873	+39%	+$132K	0.37%	44
2025 Q1	$307K	Buy	2,260 +592	+35%	+$92.2K	0.26%	53
2024 Q4	$266K	Buy	1,668 +295	+21%	+$46.7K	0.23%	59
2024 Q3	$208K	Sell	1,373 -10	-0.7%	-$1.47K	0.17%	66
2024 Q2	$208K	Buy	+1,383	New	+$191K	0.2%	62

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two West Capital Advisors's IYW Position: Q4 2025 in Review

Two West Capital Advisors sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,418 shares — an estimated $288K sold.

Two West Capital Advisors first reported a position in IYW in Q2 2024 and held it in 6 quarters. The position peaked at $564K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Two West Capital Advisors reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Two West Capital Advisors sold 1,418 iShares US Technology ETF shares in Q4 2025, an estimated $288K.
Two West Capital Advisors first reported a position in iShares US Technology ETF in Q2 2024 and held it in 6 quarters.
Two West Capital Advisors's iShares US Technology ETF position peaked at $564K in Q2 2025.
1,253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Two West Capital Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.