Westside Investment Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.77M | Buy |
7,007
+170
| +2% | +$39K | 0.23% | 105 |
|
|
2026
Q1 | $1.25M | Sell |
6,837
-15
| -0.2% | -$2.9K | 0.19% | 121 |
|
|
2025
Q4 | $1.37M | Hold |
6,852
| – | – | 0.22% | 102 |
|
|
2025
Q3 | $1.34M | Buy |
6,852
+16
| +0.2% | +$2.93K | 0.21% | 104 |
|
|
2025
Q2 | $1.18M | Sell |
6,836
-58
| -0.8% | -$8.79K | 0.22% | 104 |
|
|
2025
Q1 | $970K | Sell |
6,894
-7
| -0.1% | -$1.09K | 0.21% | 111 |
|
|
2024
Q4 | $1.1M | Hold |
6,901
| – | – | 0.23% | 104 |
|
|
2024
Q3 | $1.03M | Buy |
6,901
+116
| +2% | +$17.1K | 0.22% | 110 |
|
|
2024
Q2 | $1.02M | Sell |
6,785
-116
| -2% | -$16K | 0.23% | 106 |
|
|
2024
Q1 | $933K | Sell |
6,901
-156
| -2% | -$20.3K | 0.22% | 110 |
|
|
2023
Q4 | $866K | Buy |
7,057
+1
| +0% | +$113 | 0.22% | 109 |
|
|
2023
Q3 | $740K | Hold |
7,056
| – | – | 0.21% | 111 |
|
|
2023
Q2 | $768K | Hold |
7,056
| – | – | 0.22% | 109 |
|
|
2023
Q1 | $655K | Hold |
7,056
| – | – | 0.19% | 113 |
|
|
2022
Q4 | $94.8K | Buy |
7,056
+771
| +12% | +$59K | 0.23% | 89 |
|
|
2022
Q3 | $94K | Hold |
6,285
| – | – | 0.22% | 94 |
|
|
2022
Q2 | $132K | Buy |
6,285
+441
| +8% | +$39K | 0.3% | 73 |
|
|
2022
Q1 | $132K | Sell |
5,844
-150
| -3% | -$15.3K | 0.29% | 74 |
|
|
2021
Q4 | $131K | Sell |
5,994
-364
| -6% | -$40.4K | 0.3% | 71 |
|
|
2021
Q3 | $131K | Buy |
6,358
+51
| +0.8% | +$5.32K | 0.3% | 72 |
|
|
2021
Q2 | $127K | Hold |
6,307
| – | – | 0.3% | 72 |
|
|
2021
Q1 | $112K | Sell |
6,307
-59
| -0.9% | -$5.17K | 0.3% | 70 |
|
|
2020
Q4 | $109K | Sell |
6,366
-38
| -0.6% | -$3.04K | 0.3% | 63 |
|
|
2020
Q3 | $96.4K | Hold |
6,404
| – | – | 0.04% | 62 |
|
|
2020
Q2 | $86.4K | Hold |
6,404
| – | – | 0.05% | 56 |
|
|
2020
Q1 | $65.5K | Buy |
+6,404
| New | +$371K | 0.04% | 71 |
|
|
2019
Q2 | $63.7K | Buy |
+7,204
| New | +$352K | 0.14% | 35 |
|
|
2018
Q4 | $381K | Sell |
9,484
-208
| -2% | -$9.01K | 0.14% | 107 |
|
|
2018
Q3 | $466K | Buy |
9,692
+4
| +0% | +$189 | 0.15% | 87 |
|
|
2018
Q2 | $439K | Buy |
9,688
+980
| +11% | +$43.3K | 0.15% | 91 |
|
|
2018
Q1 | $357K | Buy |
8,708
+400
| +5% | +$17.2K | 0.2% | 112 |
|
|
2017
Q4 | $354K | Buy |
8,308
+16
| +0.2% | +$641 | 0.19% | 113 |
|
|
2017
Q3 | $317K | Buy |
8,292
+88
| +1% | +$3.22K | 0.19% | 106 |
|
|
2017
Q2 | $291K | Sell |
8,204
-1,280
| -13% | -$44.9K | 0.19% | 107 |
|
|
2017
Q1 | $319K | Buy |
9,484
+4,140
| +77% | +$134K | 0.15% | 99 |
|
|
2016
Q4 | $166K | Buy |
+5,344
| New | +$159K | 0.11% | 103 |
|
Other funds holding IYW
PCH
Westside Investment Management's IYW Position: Q2 2026 in Review
Westside Investment Management increased its iShares US Technology ETF (IYW) stake by 2.5% in Q2 2026, buying an estimated $39K and bringing the position to 7,007 shares worth $1.77M. The position accounts for 0.23% of the portfolio, ranked #105.
Westside Investment Management first reported a position in IYW in Q4 2016 and has held it in 36 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.
- Westside Investment Management held 7,007 shares of iShares US Technology ETF worth $1.77M as of Q2 2026.
- Westside Investment Management bought 170 iShares US Technology ETF shares in Q2 2026, an estimated $39K.
- iShares US Technology ETF made up 0.23% of Westside Investment Management's portfolio in Q2 2026, its #105 holding.
- Westside Investment Management first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 36 quarters since.
- 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.