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

Westwood 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 		$1.41M Sell
5,590
-220
-4% -$50.5K 0.41% 24
2026
Q1 		$1.05M Buy
+5,810
New +$1.12M 0.41% 23
2025
Q4 		– Sell
-9,995
Closed -$1.96M – 114
2025
Q3 		$1.96M Hold
9,995
– – 0.72% 19
2025
Q2 		$1.73M Sell
9,995
-80
-0.8% -$12.1K 0.58% 20
2025
Q1 		$1.41M Sell
10,075
-1,650
-14% -$257K 0.61% 25
2024
Q4 		$1.87M Sell
11,725
-50
-0.4% -$7.91K 0.68% 17
2024
Q3 		$1.79M Sell
11,775
-275
-2% -$40.4K 0.7% 19
2024
Q2 		$1.81M Sell
12,050
-5
-0% -$691 0.68% 20
2024
Q1 		$1.63M Sell
12,055
-830
-6% -$108K 0.8% 18
2023
Q4 		$1.58M Sell
12,885
-10
-0.1% -$1.13K 1.22% 14
2023
Q3 		$1.35M Sell
12,895
-10
-0.1% -$1.09K 0.89% 17
2023
Q2 		$1.4M Sell
12,905
-10
-0.1% -$982 0.99% 16
2023
Q1 		$1.2M Sell
12,915
-100
-0.8% -$8.39K 1.07% 16
2022
Q4 		$969K Buy
13,015
+65
+0.5% +$4.97K 1.16% 19
2022
Q3 		$950K Sell
12,950
-100
-0.8% -$8.48K 0.85% 19
2022
Q2 		$1.04M Sell
13,050
-1,580
-11% -$140K 1.2% 13
2022
Q1 		$1.51M Sell
14,630
-6,750
-32% -$689K 0.59% 22
2021
Q4 		$2.46M Buy
+21,380
New +$2.37M 1.05% 19

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 22.9% 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

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

Westwood Wealth Management reduced its iShares US Technology ETF (IYW) stake by 3.8% in Q2 2026, selling an estimated $50.5K and leaving 5,590 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #24.

Westwood Wealth Management first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q4 2021. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Westwood Wealth Management held 5,590 shares of iShares US Technology ETF worth $1.41M as of Q2 2026.
  • Westwood Wealth Management sold 220 iShares US Technology ETF shares in Q2 2026, an estimated $50.5K.
  • iShares US Technology ETF made up 0.41% of Westwood Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Westwood Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's iShares US Technology ETF position peaked at $2.46M in Q4 2021.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.