WBC
IYW icon

West Branch Capital’s iShares US Technology ETF IYW Stock Holding History

West Branch Capital’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 		$15.1K Hold
60
– – ﹤0.01% 212
2026
Q1 		$10.9K Hold
60
– – ﹤0.01% 224
2025
Q4 		$12K Hold
60
– – ﹤0.01% 241
2025
Q3 		$11.8K Hold
60
– – ﹤0.01% 261
2025
Q2 		$10.4K Hold
60
– – ﹤0.01% 265
2025
Q1 		$8.43K Buy
+60
New +$9.35K ﹤0.01% 300

Other funds holding IYW

HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

West Branch Capital's IYW Position: Q2 2026 in Review

West Branch Capital held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 60 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

West Branch Capital first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • West Branch Capital held 60 shares of iShares US Technology ETF worth $15.1K as of Q2 2026.
  • West Branch Capital left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #212 holding.
  • West Branch Capital first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.