Werba Rubin Papier Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Werba Rubin Papier Wealth Management’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	$361K	Hold	1,433	–	–	0.04%	186
2026 Q1	$260K	Hold	1,433	–	–	0.04%	219
2025 Q4	$286K	Buy	1,433 +1	+0.1%	+$200	0.08%	165
2025 Q3	$281K	Hold	1,432	–	–	0.05%	181
2025 Q2	$248K	Buy	+1,432	New	+$217K	0.05%	180

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Werba Rubin Papier Wealth Management's IYW Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,433 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #186.

Werba Rubin Papier Wealth Management first reported a position in IYW in Q2 2025 and has held it in 5 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,433 shares of iShares US Technology ETF worth $361K as of Q2 2026.
Werba Rubin Papier Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #186 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 5 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.