WESPAC Advisors SoCal’s iShares US Technology ETF IYW Stock Holding History

WESPAC Advisors SoCal’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	$684K	Hold	2,710	–	–	0.12%	88
2026 Q1	$492K	Hold	2,710	–	–	0.1%	92
2025 Q4	$541K	Hold	2,710	–	–	0.11%	86
2025 Q3	$531K	Hold	2,710	–	–	0.11%	87
2025 Q2	$470K	Hold	2,710	–	–	0.1%	83
2025 Q1	$381K	Hold	2,710	–	–	0.1%	85
2024 Q4	$432K	Hold	2,710	–	–	0.1%	80
2024 Q3	$411K	Sell	2,710 -300	-10%	-$44.1K	0.1%	76
2024 Q2	$453K	Hold	3,010	–	–	0.11%	68
2024 Q1	$407K	Hold	3,010	–	–	0.11%	75
2023 Q4	$369K	Buy	3,010 +10	+0.3%	+$1.13K	0.11%	77
2023 Q3	$315K	Hold	3,000	–	–	0.11%	73
2023 Q2	$327K	Hold	3,000	–	–	0.11%	77
2023 Q1	$278K	Hold	3,000	–	–	0.1%	82
2022 Q4	$223K	Sell	3,000 -3,000	-50%	-$230K	0.08%	87
2022 Q3	$458K	Sell	6,000 -1,680	-22%	-$142K	0.19%	54
2022 Q2	$614K	Hold	7,680	–	–	0.23%	56
2022 Q1	$791K	Hold	7,680	–	–	0.24%	61
2021 Q4	$813K	Hold	7,680	–	–	0.25%	57
2021 Q3	$781K	Buy	+7,680	New	+$801K	0.26%	55

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

WESPAC Advisors SoCal's IYW Position: Q2 2026 in Review

WESPAC Advisors SoCal held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,710 shares worth $684K. The position accounts for 0.12% of the portfolio, ranked #88.

WESPAC Advisors SoCal first reported a position in IYW in Q3 2021 and has held it in 20 quarters since. The position peaked at $813K in Q4 2021. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

WESPAC Advisors SoCal held 2,710 shares of iShares US Technology ETF worth $684K as of Q2 2026.
WESPAC Advisors SoCal left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.12% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #88 holding.
WESPAC Advisors SoCal first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 20 quarters since.
WESPAC Advisors SoCal's iShares US Technology ETF position peaked at $813K in Q4 2021.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.