Westbourne Investments’s iShares US Technology ETF IYW Stock Holding History

Westbourne Investments’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	$1.7M	Sell	9,388 -99	-1%	-$19.1K	0.81%	43
2025 Q4	$1.89M	Sell	9,487 -456	-5%	-$91.2K	0.88%	35
2025 Q3	$2.07M	Sell	9,943 -1,677	-14%	-$307K	0.99%	35
2025 Q2	$2.01M	Sell	11,620 -390	-3%	-$59.1K	1.07%	28
2025 Q1	$1.69M	Sell	12,010 -250	-2%	-$38.9K	1.02%	29
2024 Q4	$1.96M	Buy	+12,260	New	+$1.94M	1.15%	24

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

Westbourne Investments's IYW Position: Q1 2026 in Review

Westbourne Investments reduced its iShares US Technology ETF (IYW) stake by 1% in Q1 2026, selling an estimated $19.1K and leaving 9,388 shares worth $1.7M. The position accounts for 0.81% of the portfolio, ranked #43.

Westbourne Investments first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Westbourne Investments held 9,388 shares of iShares US Technology ETF worth $1.7M as of Q1 2026.
Westbourne Investments sold 99 iShares US Technology ETF shares in Q1 2026, an estimated $19.1K.
iShares US Technology ETF made up 0.81% of Westbourne Investments's portfolio in Q1 2026, its #43 holding.
Westbourne Investments first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's iShares US Technology ETF position peaked at $2.07M in Q3 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.