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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
Q2 		$1.95M Sell
7,744
-2,218
-22% -$509K 0.32% 31
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

West Wealth Group's IYW Position: Q2 2026 in Review

West Wealth Group reduced its iShares US Technology ETF (IYW) stake by 22% in Q2 2026, selling an estimated $509K and leaving 7,744 shares worth $1.95M. The position accounts for 0.32% of the portfolio, ranked #31.

West Wealth Group first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • West Wealth Group held 7,744 shares of iShares US Technology ETF worth $1.95M as of Q2 2026.
  • West Wealth Group sold 2,218 iShares US Technology ETF shares in Q2 2026, an estimated $509K.
  • iShares US Technology ETF made up 0.32% of West Wealth Group's portfolio in Q2 2026, its #31 holding.
  • West Wealth Group first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's iShares US Technology ETF position peaked at $12.9M in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.