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

Abound 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 Q2	$6.31K	Hold	25	–	–	﹤0.01%	557
2026 Q1	$4.54K	Sell	25 -39	-61%	-$7.54K	﹤0.01%	753
2025 Q4	$12.8K	Sell	64 -108	-63%	-$21.6K	﹤0.01%	455
2025 Q3	$33.7K	Buy	+172	New	+$31.5K	0.01%	269
2025 Q2	–	Sell	-141	Closed	-$19.8K	–	1327
2025 Q1	$19.8K	Buy	141 +138	+4,600%	+$21.5K	0.01%	294
2024 Q4	$479	Buy	+3	New	+$475	﹤0.01%	805
2024 Q1	–	Sell	-5	Closed	-$614	–	1348
2023 Q4	$614	Buy	+5	New	+$566	﹤0.01%	872

Other funds holding IYW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Abound Wealth Management's IYW Position: Q2 2026 in Review

Abound Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 25 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Abound Wealth Management first reported a position in IYW in Q4 2023 and has held it in 7 quarters since. The position peaked at $33.7K in Q3 2025. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Abound Wealth Management held 25 shares of iShares US Technology ETF worth $6.31K as of Q2 2026.
Abound Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #557 holding.
Abound Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 7 quarters since.
Abound Wealth Management's iShares US Technology ETF position peaked at $33.7K in Q3 2025.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.