WPA
IYW icon

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
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

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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