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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
7,825
-4,864
-38% -$1.12M 0.02% 584
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
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

World Investment Advisors's IYW Position: Q2 2026 in Review

World Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 38% in Q2 2026, selling an estimated $1.12M and leaving 7,825 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #584.

World Investment Advisors first reported a position in IYW in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.82M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • World Investment Advisors held 7,825 shares of iShares US Technology ETF worth $1.44M as of Q2 2026.
  • World Investment Advisors sold 4,864 iShares US Technology ETF shares in Q2 2026, an estimated $1.12M.
  • iShares US Technology ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #584 holding.
  • World Investment Advisors first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 18 quarters since.
  • World Investment Advisors's iShares US Technology ETF position peaked at $2.82M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.