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

Accel 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 Q3	$1.05M	Buy	3,946 +106	+3%	+$26.5K	0.23%	99
2026 Q2	$969K	Sell	3,840 -2,263	-37%	-$520K	0.22%	104
2026 Q1	$1.11M	Sell	6,103 -1,963	-24%	-$379K	0.29%	85
2025 Q4	$1.61M	Buy	8,066 +1,929	+31%	+$386K	0.44%	59
2025 Q3	$1.2M	Buy	6,137 +4,604	+300%	+$842K	0.35%	74
2025 Q2	$266K	Buy	+1,533	New	+$232K	0.09%	207
2022 Q2	–	Sell	-580	Closed	-$60K	–	1044
2022 Q1	$60K	Hold	580	–	–	0.03%	336
2021 Q4	$67K	Hold	580	–	–	0.03%	327
2021 Q3	$59K	Hold	580	–	–	0.04%	298
2021 Q2	$58K	Hold	580	–	–	0.04%	316
2021 Q1	$51K	Hold	580	–	–	0.04%	309
2020 Q4	$49K	Buy	+580	New	+$46.3K	0.05%	300

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Accel Wealth Management's IYW Position: Q3 2026 in Review

Accel Wealth Management increased its iShares US Technology ETF (IYW) stake by 2.8% in Q3 2026, buying an estimated $26.5K and bringing the position to 3,946 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #99.

Accel Wealth Management first reported a position in IYW in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.61M in Q4 2025. 801 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Accel Wealth Management held 3,946 shares of iShares US Technology ETF worth $1.05M as of Q3 2026.
Accel Wealth Management bought 106 iShares US Technology ETF shares in Q3 2026, an estimated $26.5K.
iShares US Technology ETF made up 0.23% of Accel Wealth Management's portfolio in Q3 2026, its #99 holding.
Accel Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 12 quarters since.
Accel Wealth Management's iShares US Technology ETF position peaked at $1.61M in Q4 2025.
801 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.