Superior Planning, LLC’s iShares US Technology ETF IYW Stock Holding History

Superior Planning, LLC’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 Q3	$525K	Buy	+1,983	New	+$495K	0.22%	97

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Superior Planning, LLC's IYW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares US Technology ETF (IYW) in Q3 2026: 1,983 shares worth $525K. The stake represents 0.22% of the portfolio and ranks #97 among its holdings.

1,015 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Superior Planning, LLC held 1,983 shares of iShares US Technology ETF worth $525K as of Q3 2026.
iShares US Technology ETF was a new Superior Planning, LLC position in Q3 2026.
iShares US Technology ETF made up 0.22% of Superior Planning, LLC's portfolio in Q3 2026, its #97 holding.
1,015 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.