A4 Wealth Advisors
IYW icon

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
Q3 		$459K Buy
1,734
+237
+16% +$59.2K 0.3% 43
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Atlas Legacy Advisors
Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

A4 Wealth Advisors's IYW Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares US Technology ETF (IYW) stake by 16% in Q3 2026, buying an estimated $59.2K and bringing the position to 1,734 shares worth $459K. The position accounts for 0.3% of the portfolio, ranked #43.

A4 Wealth Advisors first reported a position in IYW in Q3 2025 and has held it in 5 quarters since. 905 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • A4 Wealth Advisors held 1,734 shares of iShares US Technology ETF worth $459K as of Q3 2026.
  • A4 Wealth Advisors bought 237 iShares US Technology ETF shares in Q3 2026, an estimated $59.2K.
  • iShares US Technology ETF made up 0.3% of A4 Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • A4 Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2025 and has held it in 5 quarters since.
  • 905 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.