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 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	$1.51K	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 New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Westwood Wealth Management's IYW Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 5,810 shares worth $1.05M. The stake represents 0.41% of the portfolio and ranks #23 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in IYW as recently as Q3 2025.

Westwood Wealth Management first reported a position in IYW in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.46M in Q4 2021. 1,177 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Westwood Wealth Management held 5,810 shares of iShares US Technology ETF worth $1.05M as of Q1 2026.
iShares US Technology ETF was a new Westwood Wealth Management position in Q1 2026.
iShares US Technology ETF made up 0.41% of Westwood Wealth Management's portfolio in Q1 2026, its #23 holding.
Westwood Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 17 quarters since.
Westwood Wealth Management's iShares US Technology ETF position peaked at $2.46M in Q4 2021.
1,177 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.