West Wealth Group’s iShares US Technology ETF IYW Stock Holding History

West Wealth Group’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	$1.81M	Sell	9,962 -924	-8%	-$179K	0.36%	30
2025 Q4	$2.17M	Sell	10,886 -510	-4%	-$102K	0.45%	29
2025 Q3	$2.24M	Sell	11,396 -59,664	-84%	-$10.9M	0.51%	28
2025 Q2	$12.9M	Sell	71,060 -5,168	-7%	-$783K	3.21%	13
2025 Q1	$10.8M	Buy	76,228 +3,288	+5%	+$512K	3.2%	11
2024 Q4	$11.6M	Buy	72,940 +2,125	+3%	+$336K	3.47%	11
2024 Q3	$10.7M	Buy	70,815 +1,075	+2%	+$158K	3.48%	11
2024 Q2	$10.5M	Buy	69,740 +1,711	+3%	+$236K	3.71%	8
2024 Q1	$9.19M	Buy	68,029 +3,700	+6%	+$482K	3.4%	9
2023 Q4	$7.9M	Buy	64,329 +13,881	+28%	+$1.57M	3.11%	7
2023 Q3	$5.29M	Sell	50,448 -48,331	-49%	-$5.26M	2.31%	10
2023 Q2	$10.8M	Buy	98,779 +2,040	+2%	+$200K	4.55%	7
2023 Q1	$8.98M	Buy	96,739 +26,003	+37%	+$2.18M	4.16%	8
2022 Q4	$5.27M	Buy	70,736 +47,985	+211%	+$3.67M	2.62%	10
2022 Q3	$1.67M	Buy	22,751 +440	+2%	+$37.3K	0.85%	18
2022 Q2	$1.78M	Sell	22,311 -24,800	-53%	-$2.19M	0.83%	20
2022 Q1	$4.85M	Sell	47,111 -12,433	-21%	-$1.27M	1.93%	13
2021 Q4	$6.84M	Buy	+59,544	New	+$6.61M	2.57%	12

Other funds holding IYW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

West Wealth Group's IYW Position: Q1 2026 in Review

West Wealth Group reduced its iShares US Technology ETF (IYW) stake by 8.5% in Q1 2026, selling an estimated $179K and leaving 9,962 shares worth $1.81M. The position accounts for 0.36% of the portfolio, ranked #30.

West Wealth Group first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.9M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

West Wealth Group held 9,962 shares of iShares US Technology ETF worth $1.81M as of Q1 2026.
West Wealth Group sold 924 iShares US Technology ETF shares in Q1 2026, an estimated $179K.
iShares US Technology ETF made up 0.36% of West Wealth Group's portfolio in Q1 2026, its #30 holding.
West Wealth Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
West Wealth Group's iShares US Technology ETF position peaked at $12.9M in Q2 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.