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W Advisors LLC’s iShares US Technology ETF IYW Stock Holding History

W Advisors LLC’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 		$2.69M Sell
14,841
-96
-0.6% -$18.6K 1.38% 16
2025
Q4 		$2.98M Sell
14,937
-89
-0.6% -$17.8K 1.5% 15
2025
Q3 		$2.94M Sell
15,026
-1,930
-11% -$353K 1.55% 15
2025
Q2 		$2.94M Buy
16,956
+92
+0.5% +$13.9K 1.69% 16
2025
Q1 		$2.37M Buy
16,864
+884
+6% +$138K 1.48% 17
2024
Q4 		$2.55M Buy
15,980
+296
+2% +$46.8K 1.58% 16
2024
Q3 		$2.38M Buy
15,684
+916
+6% +$135K 1.46% 17
2024
Q2 		$2.22M Buy
14,768
+284
+2% +$39.2K 1.46% 15
2024
Q1 		$1.96M Buy
14,484
+247
+2% +$32.2K 1.34% 16
2023
Q4 		$1.75M Buy
14,237
+4,366
+44% +$495K 1.3% 17
2023
Q3 		$1.04M Sell
9,871
-678
-6% -$73.7K 0.85% 29
2023
Q2 		$1.15M Buy
10,549
+1,558
+17% +$153K 0.9% 30
2023
Q1 		$834K Buy
8,991
+3,146
+54% +$264K 0.69% 38
2022
Q4 		$435K Buy
+5,845
New +$447K 0.36% 68
2022
Q3 		– Sell
-4,400
Closed -$352K – 105
2022
Q2 		$352K Sell
4,400
-2,801
-39% -$248K 0.3% 71
2022
Q1 		$742K Buy
+7,201
New +$735K 0.56% 47

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 $7.56B AUM 23.82% 1-Year Est. Return

W Advisors LLC's IYW Position: Q1 2026 in Review

W Advisors LLC reduced its iShares US Technology ETF (IYW) stake by 0.64% in Q1 2026, selling an estimated $18.6K and leaving 14,841 shares worth $2.69M. The position accounts for 1.38% of the portfolio, ranked #16.

W Advisors LLC first reported a position in IYW in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.98M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • W Advisors LLC held 14,841 shares of iShares US Technology ETF worth $2.69M as of Q1 2026.
  • W Advisors LLC sold 96 iShares US Technology ETF shares in Q1 2026, an estimated $18.6K.
  • iShares US Technology ETF made up 1.38% of W Advisors LLC's portfolio in Q1 2026, its #16 holding.
  • W Advisors LLC first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 16 quarters since.
  • W Advisors LLC's iShares US Technology ETF position peaked at $2.98M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.