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WIA
World Investment Advisors’s
iShares US Technology ETF
IYW
Stock Holding History
World Investment Advisors’s Portfolio
IYW Stock Details
IYW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.3M
Sell
12,689
-1,438
-10%
-$278K
0.04%
443
2025
Q4
$2.82M
Buy
14,127
+6,461
+84%
+$1.29M
0.05%
387
2025
Q3
$1.5M
Sell
7,666
-3,107
-29%
-$568K
0.03%
464
2025
Q2
$1.87M
Sell
10,773
-559
-5%
-$84.7K
0.04%
387
2025
Q1
$1.59M
Sell
11,332
-195
-2%
-$30.4K
0.04%
395
2024
Q4
$1.84M
Sell
11,527
-155
-1%
-$24.5K
0.05%
344
2024
Q3
$1.77M
Buy
11,682
+2,710
+30%
+$399K
0.06%
316
2024
Q2
$1.35M
Buy
+8,972
New
+$1.24M
0.08%
216
2024
Q1
–
Sell
-7,325
Closed
-$899K
–
434
2023
Q4
$899K
Sell
7,325
-1,028
-12%
-$116K
0.12%
154
2023
Q3
$877K
Sell
8,353
-6,143
-42%
-$668K
0.17%
102
2023
Q2
$1.58M
Buy
14,496
+314
+2%
+$30.8K
0.31%
64
2023
Q1
$1.32M
Buy
14,182
+8,577
+153%
+$720K
0.27%
68
2022
Q4
$418K
Buy
+5,605
New
+$429K
0.1%
145
2022
Q2
–
Sell
-2,094
Closed
-$216K
–
275
2022
Q1
$216K
Hold
2,094
–
–
0.04%
245
2021
Q4
$218K
Sell
2,094
-22
-1%
-$2.44K
0.05%
245
2021
Q3
$214K
Buy
2,116
+10
+0.5%
+$1.04K
0.05%
235
2021
Q2
$209K
Buy
+2,106
New
+$196K
0.05%
235
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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