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World Equity Group’s iShares US Technology ETF IYW Stock Holding History

World Equity Group’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 		$854K Buy
3,386
+117
+4% +$26.9K 0.19% 113
2026
Q1 		$593K Buy
3,269
+417
+15% +$80.6K 0.15% 167
2025
Q4 		$570K Buy
+2,852
New +$570K 0.16% 149
2025
Q3 		– Sell
-2,469
Closed -$428K – 363
2025
Q2 		$428K Sell
2,469
-3,131
-56% -$475K 0.12% 180
2025
Q1 		$787K Sell
5,600
-3,244
-37% -$505K 0.22% 101
2024
Q4 		$1.41M Buy
8,844
+2,040
+30% +$323K 0.3% 68
2024
Q3 		$1.03M Buy
6,804
+4,400
+183% +$647K 0.37% 67
2024
Q2 		$362K Sell
2,404
-12,734
-84% -$1.76M 0.11% 191
2024
Q1 		$2.04M Buy
15,138
+120
+0.8% +$15.6K 0.42% 61
2023
Q4 		$1.85M Buy
15,018
+2,832
+23% +$321K 0.37% 61
2023
Q3 		$1.28M Buy
12,186
+4,138
+51% +$450K 0.27% 96
2023
Q2 		$876K Sell
8,048
-41,524
-84% -$4.08M 0.26% 102
2023
Q1 		$14.6M Buy
49,572
+33,094
+201% +$2.78M 2.18% 4
2022
Q4 		$1.23M Buy
+16,478
New +$1.26M 0.29% 97

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 22.96% 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

World Equity Group's IYW Position: Q2 2026 in Review

World Equity Group increased its iShares US Technology ETF (IYW) stake by 3.6% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,386 shares worth $854K. The position accounts for 0.19% of the portfolio, ranked #113.

World Equity Group first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.6M in Q1 2023. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • World Equity Group held 3,386 shares of iShares US Technology ETF worth $854K as of Q2 2026.
  • World Equity Group bought 117 iShares US Technology ETF shares in Q2 2026, an estimated $26.9K.
  • iShares US Technology ETF made up 0.19% of World Equity Group's portfolio in Q2 2026, its #113 holding.
  • World Equity Group first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • World Equity Group's iShares US Technology ETF position peaked at $14.6M in Q1 2023.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.