West Paces Advisors’s iShares US Technology ETF IYW Stock Holding History

West Paces 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 Q3	$106K	Hold	400	–	–	0.02%	218
2026 Q2	$101K	Hold	400	–	–	0.02%	210
2026 Q1	$72.6K	Hold	400	–	–	0.01%	172
2025 Q4	$79.9K	Sell	400 -25	-6%	-$5K	0.02%	168
2025 Q3	$83.2K	Sell	425 -119	-22%	-$21.8K	0.02%	161
2025 Q2	$94.3K	Buy	544 +144	+36%	+$21.8K	0.02%	162
2025 Q1	$56.2K	Hold	400	–	–	0.01%	216
2024 Q4	$63.8K	Hold	400	–	–	0.02%	211
2024 Q3	$60.6K	Hold	400	–	–	0.01%	211
2024 Q2	$60.2K	Hold	400	–	–	0.02%	203
2024 Q1	$54K	Hold	400	–	–	0.01%	222
2023 Q4	$49.1K	Hold	400	–	–	0.01%	221
2023 Q3	$42K	Hold	400	–	–	0.01%	226
2023 Q2	$43.5K	Buy	+400	New	+$39.3K	0.01%	236

Other funds holding IYW

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

West Paces Advisors's IYW Position: Q3 2026 in Review

West Paces Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 400 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #218.

West Paces Advisors first reported a position in IYW in Q2 2023 and has held it in 14 quarters since. 167 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

West Paces Advisors held 400 shares of iShares US Technology ETF worth $106K as of Q3 2026.
West Paces Advisors left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.02% of West Paces Advisors's portfolio in Q3 2026, its #218 holding.
West Paces Advisors first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 14 quarters since.
167 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.