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 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

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

Accel Wealth Management reduced its iShares US Technology ETF (IYW) stake by 37% in Q2 2026, selling an estimated $520K and leaving 3,840 shares worth $969K. The position accounts for 0.22% of the portfolio, ranked #104.

Accel Wealth Management first reported a position in IYW in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2025. 589 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Accel Wealth Management held 3,840 shares of iShares US Technology ETF worth $969K as of Q2 2026.
Accel Wealth Management sold 2,263 iShares US Technology ETF shares in Q2 2026, an estimated $520K.
iShares US Technology ETF made up 0.22% of Accel Wealth Management's portfolio in Q2 2026, its #104 holding.
Accel Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 11 quarters since.
Accel Wealth Management's iShares US Technology ETF position peaked at $1.61M in Q4 2025.
589 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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