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 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Waverly Advisors's IYW Position: Q1 2026 in Review

Waverly Advisors reduced its iShares US Technology ETF (IYW) stake by 3.6% in Q1 2026, selling an estimated $105K and leaving 14,754 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #585.

Waverly Advisors first reported a position in IYW in Q3 2015 and has held it in 11 quarters since. The position peaked at $4.85M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Waverly Advisors held 14,754 shares of iShares US Technology ETF worth $2.68M as of Q1 2026.
Waverly Advisors sold 544 iShares US Technology ETF shares in Q1 2026, an estimated $105K.
iShares US Technology ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #585 holding.
Waverly Advisors first reported a position in iShares US Technology ETF in Q3 2015 and has held it in 11 quarters since.
Waverly Advisors's iShares US Technology ETF position peaked at $4.85M in Q2 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.