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 Q2	$2.43M	Buy	9,618 +230	+2%	+$52.8K	0.99%	33
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 $1.89T 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

Westbourne Investments's IYW Position: Q2 2026 in Review

Westbourne Investments increased its iShares US Technology ETF (IYW) stake by 2.4% in Q2 2026, buying an estimated $52.8K and bringing the position to 9,618 shares worth $2.43M. The position accounts for 0.99% of the portfolio, ranked #33.

Westbourne Investments first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Westbourne Investments held 9,618 shares of iShares US Technology ETF worth $2.43M as of Q2 2026.
Westbourne Investments bought 230 iShares US Technology ETF shares in Q2 2026, an estimated $52.8K.
iShares US Technology ETF made up 0.99% of Westbourne Investments's portfolio in Q2 2026, its #33 holding.
Westbourne Investments first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.