WSA
IYW icon

Warm Springs Advisors’s iShares US Technology ETF IYW Stock Holding History

Warm Springs 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 		$419K Hold
2,312
– – 0.36% 43
2025
Q4 		$462K Sell
2,312
-287
-11% -$57.4K 0.36% 40
2025
Q3 		$509K Hold
2,599
– – 0.39% 39
2025
Q2 		$450K Sell
2,599
-113
-4% -$17.1K 0.39% 38
2025
Q1 		$381K Buy
2,712
+17
+0.6% +$2.65K 0.38% 41
2024
Q4 		$430K Buy
+2,695
New +$426K 0.4% 42

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Warm Springs Advisors's IYW Position: Q1 2026 in Review

Warm Springs Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,312 shares worth $419K. The position accounts for 0.36% of the portfolio, ranked #43.

Warm Springs Advisors first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $509K in Q3 2025. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Warm Springs Advisors held 2,312 shares of iShares US Technology ETF worth $419K as of Q1 2026.
  • Warm Springs Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.36% of Warm Springs Advisors's portfolio in Q1 2026, its #43 holding.
  • Warm Springs Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's iShares US Technology ETF position peaked at $509K in Q3 2025.
  • 1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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