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 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

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

West Paces Advisors's IYW Position: Q2 2026 in Review

West Paces Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 400 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #210.

West Paces Advisors first reported a position in IYW in Q2 2023 and has held it in 13 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

West Paces Advisors held 400 shares of iShares US Technology ETF worth $101K as of Q2 2026.
West Paces Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.02% of West Paces Advisors's portfolio in Q2 2026, its #210 holding.
West Paces Advisors first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 13 quarters since.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.