WWM
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Western Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Western Wealth Management’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 		$4.24M Sell
16,799
-376
-2% -$86.4K 0.14% 144
2026
Q1 		$3.12M Buy
17,175
+3,539
+26% +$684K 0.12% 189
2025
Q4 		$2.72M Sell
13,636
-911
-6% -$182K 0.13% 169
2025
Q3 		$2.85M Sell
14,547
-9,006
-38% -$1.65M 0.15% 138
2025
Q2 		$4.08M Buy
23,553
+995
+4% +$151K 0.24% 86
2025
Q1 		$3.17M Sell
22,558
-7,351
-25% -$1.15M 0.21% 98
2024
Q4 		$4.77M Buy
29,909
+3,570
+14% +$565K 0.26% 78
2024
Q3 		$3.99M Buy
26,339
+10,034
+62% +$1.48M 0.23% 91
2024
Q2 		$2.45M Buy
16,305
+12,126
+290% +$1.68M 0.18% 112
2024
Q1 		$564K Sell
4,179
-9,281
-69% -$1.21M 0.04% 341
2023
Q4 		$1.65M Buy
13,460
+5,460
+68% +$618K 0.12% 177
2023
Q3 		$839K Buy
8,000
+2,030
+34% +$221K 0.07% 282
2023
Q2 		$650K Buy
5,970
+650
+12% +$63.8K 0.06% 323
2023
Q1 		$494K Buy
5,320
+1,209
+29% +$101K 0.05% 373
2022
Q4 		$306K Sell
4,111
-532
-11% -$40.7K 0.03% 455
2022
Q3 		$352K Buy
+4,643
New +$394K 0.02% 589
2022
Q2 		– Sell
-3,768
Closed -$388K – 821
2022
Q1 		$388K Sell
3,768
-235
-6% -$24K 0.02% 602
2021
Q4 		$460K Buy
+4,003
New +$444K 0.05% 347
2021
Q2 		$245K Buy
2,468
+120
+5% +$11.2K 0.03% 549
2021
Q1 		$206K Sell
2,348
-60
-2% -$5.26K 0.03% 496
2020
Q4 		$205K Sell
2,408
-1,640
-41% -$131K 0.03% 444
2020
Q3 		$305K Buy
4,048
+392
+11% +$28.6K 0.05% 330
2020
Q2 		$247K Buy
+3,656
New +$221K 0.04% 350
2020
Q1 		– Sell
-3,496
Closed -$204K – 398
2019
Q4 		$204K Buy
+3,496
New +$190K 0.03% 383

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

Western Wealth Management's IYW Position: Q2 2026 in Review

Western Wealth Management reduced its iShares US Technology ETF (IYW) stake by 2.2% in Q2 2026, selling an estimated $86.4K and leaving 16,799 shares worth $4.24M. The position accounts for 0.14% of the portfolio, ranked #144.

Western Wealth Management first reported a position in IYW in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.77M in Q4 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Western Wealth Management held 16,799 shares of iShares US Technology ETF worth $4.24M as of Q2 2026.
  • Western Wealth Management sold 376 iShares US Technology ETF shares in Q2 2026, an estimated $86.4K.
  • iShares US Technology ETF made up 0.14% of Western Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Western Wealth Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 24 quarters since.
  • Western Wealth Management's iShares US Technology ETF position peaked at $4.77M in Q4 2024.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.