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WBH Advisory’s iShares US Technology ETF IYW Stock Holding History

WBH Advisory’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 		$4.37M Sell
23,717
-159
-0.7% -$30.7K 0.33% 61
2025
Q4 		$4.77M Sell
23,876
-791
-3% -$158K 0.35% 58
2025
Q3 		$4.83M Sell
24,667
-144
-0.6% -$26.3K 0.37% 56
2025
Q2 		$4.3M Sell
24,811
-2
-0% -$303 0.37% 57
2025
Q1 		$3.48M Sell
24,813
-746
-3% -$116K 0.33% 65
2024
Q4 		$4.08M Sell
25,559
-456
-2% -$72.2K 0.38% 60
2024
Q3 		$3.94M Sell
26,015
-127
-0.5% -$18.7K 0.37% 61
2024
Q2 		$3.93M Sell
26,142
-805
-3% -$111K 0.4% 61
2024
Q1 		$3.64M Buy
26,947
+1
+0% +$130 0.37% 62
2023
Q4 		$3.31M Sell
26,946
-1,072
-4% -$121K 0.37% 63
2023
Q3 		$2.94M Sell
28,018
-9
-0% -$979 0.36% 64
2023
Q2 		$3.05M Sell
28,027
-1,284
-4% -$126K 0.36% 65
2023
Q1 		$2.72M Buy
+29,311
New +$2.46M 0.34% 68
2022
Q3 		$2.15M Sell
29,348
-1,128
-4% -$95.7K 0.31% 73
2022
Q2 		$2.52M Sell
30,476
-190
-0.6% -$16.8K 0.34% 72
2022
Q1 		$2.87M Buy
30,666
+1,788
+6% +$183K 0.35% 68
2021
Q4 		$3.32M Buy
28,878
+8,979
+45% +$997K 0.38% 64
2021
Q3 		$2.02M Buy
+19,899
New +$2.08M 0.27% 82

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 $6.46B AUM 18.45% 1-Year Est. Return

WBH Advisory's IYW Position: Q1 2026 in Review

WBH Advisory reduced its iShares US Technology ETF (IYW) stake by 0.67% in Q1 2026, selling an estimated $30.7K and leaving 23,717 shares worth $4.37M. The position accounts for 0.33% of the portfolio, ranked #61.

WBH Advisory first reported a position in IYW in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.83M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • WBH Advisory held 23,717 shares of iShares US Technology ETF worth $4.37M as of Q1 2026.
  • WBH Advisory sold 159 iShares US Technology ETF shares in Q1 2026, an estimated $30.7K.
  • iShares US Technology ETF made up 0.33% of WBH Advisory's portfolio in Q1 2026, its #61 holding.
  • WBH Advisory first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 18 quarters since.
  • WBH Advisory's iShares US Technology ETF position peaked at $4.83M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.