WWM
IYW icon

WT Wealth Management’s iShares US Technology ETF IYW Stock Holding History

WT 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 		$779K Buy
4,295
+173
+4% +$33.4K 0.23% 85
2025
Q4 		$823K Buy
4,122
+276
+7% +$55.2K 0.24% 79
2025
Q3 		$753K Buy
3,846
+370
+11% +$67.7K 0.22% 75
2025
Q2 		$602K Sell
3,476
-5
-0.1% -$758 0.18% 87
2025
Q1 		$489K Buy
3,481
+21
+0.6% +$3.27K 0.16% 86
2024
Q4 		$552K Sell
3,460
-55
-2% -$8.7K 0.17% 82
2024
Q3 		$546K Sell
3,515
-261
-7% -$38.4K 0.17% 82
2024
Q2 		$568K Sell
3,776
-29
-0.8% -$4.01K 0.19% 82
2024
Q1 		$514K Sell
3,805
-123
-3% -$16K 0.18% 81
2023
Q4 		$482K Buy
+3,928
New +$445K 0.19% 80

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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