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A4 Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

A4 Wealth 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 		$378K Sell
1,497
-50
-3% -$11.5K 0.25% 57
2026
Q1 		$281K Sell
1,547
-555
-26% -$107K 0.23% 68
2025
Q4 		$420K Buy
2,102
+634
+43% +$127K 0.36% 56
2025
Q3 		$288K Buy
+1,468
New +$269K 0.24% 121

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

A4 Wealth Advisors's IYW Position: Q2 2026 in Review

A4 Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 3.2% in Q2 2026, selling an estimated $11.5K and leaving 1,497 shares worth $378K. The position accounts for 0.25% of the portfolio, ranked #57.

A4 Wealth Advisors first reported a position in IYW in Q3 2025 and has held it in 4 quarters since. The position peaked at $420K in Q4 2025. 836 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • A4 Wealth Advisors held 1,497 shares of iShares US Technology ETF worth $378K as of Q2 2026.
  • A4 Wealth Advisors sold 50 iShares US Technology ETF shares in Q2 2026, an estimated $11.5K.
  • iShares US Technology ETF made up 0.25% of A4 Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • A4 Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's iShares US Technology ETF position peaked at $420K in Q4 2025.
  • 836 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.