WCG Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

WCG Wealth 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	$13.9M	Sell	76,703 -11,966	-13%	-$2.31M	0.39%	70
2025 Q4	$17.7M	Buy	88,669 +40,903	+86%	+$8.18M	0.5%	57
2025 Q3	$9.36M	Buy	47,766 +187	+0.4%	+$34.2K	0.59%	51
2025 Q2	$8.24M	Sell	47,579 -524	-1%	-$79.4K	0.53%	54
2025 Q1	$6.76M	Sell	48,103 -2,113	-4%	-$329K	0.51%	62
2024 Q4	$8.01M	Sell	50,216 -1,070	-2%	-$169K	0.53%	57
2024 Q3	$7.78M	Buy	51,286 +741	+1%	+$109K	0.53%	59
2024 Q2	$7.61M	Buy	50,545 +1,493	+3%	+$206K	0.56%	56
2024 Q1	$6.63M	Buy	49,052 +10,595	+28%	+$1.38M	0.55%	54
2023 Q4	$4.72M	Sell	38,457 -7,596	-16%	-$860K	0.35%	75
2023 Q3	$4.83M	Buy	46,053 +18,020	+64%	+$1.96M	0.35%	70
2023 Q2	$3.05M	Buy	+28,033	New	+$2.75M	0.36%	62

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

WCG Wealth Advisors's IYW Position: Q1 2026 in Review

WCG Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 13% in Q1 2026, selling an estimated $2.31M and leaving 76,703 shares worth $13.9M. The position accounts for 0.39% of the portfolio, ranked #70.

WCG Wealth Advisors first reported a position in IYW in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.7M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

WCG Wealth Advisors held 76,703 shares of iShares US Technology ETF worth $13.9M as of Q1 2026.
WCG Wealth Advisors sold 11,966 iShares US Technology ETF shares in Q1 2026, an estimated $2.31M.
iShares US Technology ETF made up 0.39% of WCG Wealth Advisors's portfolio in Q1 2026, its #70 holding.
WCG Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's iShares US Technology ETF position peaked at $17.7M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.