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

Waverly 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 		$3.89M Buy
15,411
+657
+4% +$151K 0.02% 510
2026
Q1 		$2.68M Sell
14,754
-544
-4% -$105K 0.02% 585
2025
Q4 		$3.05M Sell
15,298
-160
-1% -$32K 0.02% 487
2025
Q3 		$3.03M Sell
15,458
-577
-4% -$106K 0.03% 417
2025
Q2 		$2.78M Sell
16,035
-226
-1% -$34.3K 0.03% 423
2025
Q1 		$2.28M Buy
16,261
+2,507
+18% +$391K 0.03% 450
2024
Q4 		$2.19M Sell
13,754
-3,674
-21% -$581K 0.03% 365
2024
Q3 		$2.64M Sell
17,428
-14,816
-46% -$2.18M 0.05% 286
2024
Q2 		$4.85M Buy
32,244
+29,417
+1,041% +$4.07M 0.1% 192
2024
Q1 		$382K Buy
+2,827
New +$368K 0.01% 525
2023
Q1 		– Sell
-7,709
Closed -$574K – 303
2022
Q4 		$574K Buy
+7,709
New +$590K 0.03% 157
2015
Q4 		– Sell
-2,264
Closed -$56K – 266
2015
Q3 		$56K Buy
+2,264
New +$58.5K 0.04% 123

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Waverly Advisors's IYW Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Technology ETF (IYW) stake by 4.5% in Q2 2026, buying an estimated $151K and bringing the position to 15,411 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #510.

Waverly Advisors first reported a position in IYW in Q3 2015 and has held it in 12 quarters since. The position peaked at $4.85M in Q2 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Waverly Advisors held 15,411 shares of iShares US Technology ETF worth $3.89M as of Q2 2026.
  • Waverly Advisors bought 657 iShares US Technology ETF shares in Q2 2026, an estimated $151K.
  • iShares US Technology ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #510 holding.
  • Waverly Advisors first reported a position in iShares US Technology ETF in Q3 2015 and has held it in 12 quarters since.
  • Waverly Advisors's iShares US Technology ETF position peaked at $4.85M in Q2 2024.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.