Westover Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Westover Capital Advisors’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	$1.01M	Hold	4,000	–	–	0.17%	95
2026 Q1	$726K	Hold	4,000	–	–	0.13%	118
2025 Q4	$799K	Hold	4,000	–	–	0.15%	113
2025 Q3	$783K	Hold	4,000	–	–	0.14%	112
2025 Q2	$693K	Hold	4,000	–	–	0.14%	123
2025 Q1	$562K	Hold	4,000	–	–	0.12%	133
2024 Q4	$638K	Hold	4,000	–	–	0.14%	123
2024 Q3	$606K	Buy	+4,000	New	+$588K	0.12%	128

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

Westover Capital Advisors's IYW Position: Q2 2026 in Review

Westover Capital Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 4,000 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #95.

Westover Capital Advisors first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Westover Capital Advisors held 4,000 shares of iShares US Technology ETF worth $1.01M as of Q2 2026.
Westover Capital Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.17% of Westover Capital Advisors's portfolio in Q2 2026, its #95 holding.
Westover Capital Advisors first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.