Weaver Consulting Group’s iShares US Technology ETF IYW Stock Holding History

Weaver Consulting Group’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	$409K	Sell	2,254 -27	-1%	-$5.22K	0.1%	165
2025 Q4	$455K	Buy	2,281 +12	+0.5%	+$2.4K	0.11%	152
2025 Q3	$444K	Hold	2,269	–	–	0.11%	147
2025 Q2	$393K	Hold	2,269	–	–	0.11%	148
2025 Q1	$319K	Hold	2,269	–	–	0.1%	158
2024 Q4	$362K	Hold	2,269	–	–	0.11%	141
2024 Q3	$344K	Hold	2,269	–	–	0.11%	146
2024 Q2	$341K	Hold	2,269	–	–	0.12%	138
2024 Q1	$306K	Sell	2,269 -24	-1%	-$3.12K	0.11%	151
2023 Q4	$281K	Hold	2,293	–	–	0.11%	151
2023 Q3	$241K	Buy	2,293 +70	+3%	+$7.61K	0.11%	153
2023 Q2	$242K	Buy	+2,223	New	+$218K	0.11%	153
2020 Q4	–	Sell	-880	Closed	-$66K	–	524
2020 Q3	$66K	Hold	880	–	–	0.04%	228
2020 Q2	$59K	Hold	880	–	–	0.03%	241
2020 Q1	$45K	Buy	880 +164	+23%	+$9.51K	0.03%	233
2019 Q4	$37K	Hold	716	–	–	0.02%	276
2019 Q3	$38K	Hold	716	–	–	0.02%	257
2019 Q2	$35K	Hold	716	–	–	0.02%	257
2019 Q1	$35K	Buy	+716	New	+$31.8K	0.01%	564

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

Weaver Consulting Group's IYW Position: Q1 2026 in Review

Weaver Consulting Group reduced its iShares US Technology ETF (IYW) stake by 1.2% in Q1 2026, selling an estimated $5.22K and leaving 2,254 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #165.

Weaver Consulting Group first reported a position in IYW in Q1 2019 and has held it in 19 quarters since. The position peaked at $455K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Weaver Consulting Group held 2,254 shares of iShares US Technology ETF worth $409K as of Q1 2026.
Weaver Consulting Group sold 27 iShares US Technology ETF shares in Q1 2026, an estimated $5.22K.
iShares US Technology ETF made up 0.1% of Weaver Consulting Group's portfolio in Q1 2026, its #165 holding.
Weaver Consulting Group first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 19 quarters since.
Weaver Consulting Group's iShares US Technology ETF position peaked at $455K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.