Willis Johnson & Associates’s iShares US Technology ETF IYW Stock Holding History

Willis Johnson & Associates’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	$622K	Sell	3,430 -105	-3%	-$20.3K	0.04%	97
2025 Q4	$706K	Sell	3,535 -69	-2%	-$13.8K	0.04%	90
2025 Q3	$706K	Sell	3,604 -155	-4%	-$28.4K	0.04%	89
2025 Q2	$651K	Buy	3,759 +83	+2%	+$12.6K	0.04%	86
2025 Q1	$516K	Buy	3,676 +148	+4%	+$23.1K	0.04%	86
2024 Q4	$563K	Sell	3,528 -397	-10%	-$62.8K	0.04%	87
2024 Q3	$595K	Sell	3,925 -132	-3%	-$19.4K	0.05%	88
2024 Q2	$611K	Buy	4,057 +8	+0.2%	+$1.11K	0.05%	80
2024 Q1	$547K	Buy	4,049 +52	+1%	+$6.77K	0.05%	83
2023 Q4	$491K	Buy	3,997 +74	+2%	+$8.38K	0.04%	80
2023 Q3	$412K	Buy	3,923 +1,055	+37%	+$115K	0.04%	85
2023 Q2	$312K	Buy	+2,868	New	+$282K	0.03%	99

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 $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Willis Johnson & Associates's IYW Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares US Technology ETF (IYW) stake by 3% in Q1 2026, selling an estimated $20.3K and leaving 3,430 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #97.

Willis Johnson & Associates first reported a position in IYW in Q2 2023 and has held it in 12 quarters since. The position peaked at $706K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Willis Johnson & Associates held 3,430 shares of iShares US Technology ETF worth $622K as of Q1 2026.
Willis Johnson & Associates sold 105 iShares US Technology ETF shares in Q1 2026, an estimated $20.3K.
iShares US Technology ETF made up 0.04% of Willis Johnson & Associates's portfolio in Q1 2026, its #97 holding.
Willis Johnson & Associates first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 12 quarters since.
Willis Johnson & Associates's iShares US Technology ETF position peaked at $706K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.