Affiance Financial’s iShares US Technology ETF IYW Stock Holding History

Affiance Financial’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	$1.11M	Hold	4,400	–	–	0.16%	52
2026 Q1	$798K	Hold	4,400	–	–	0.13%	58
2025 Q4	$879K	Sell	4,400 -400	-8%	-$80K	0.14%	55
2025 Q3	$940K	Buy	4,800 +124	+3%	+$22.7K	0.17%	53
2025 Q2	$810K	Hold	4,676	–	–	0.16%	54
2025 Q1	$657K	Sell	4,676 -91	-2%	-$14.2K	0.15%	59
2024 Q4	$760K	Sell	4,767 -629	-12%	-$99.5K	0.18%	59
2024 Q3	$818K	Hold	5,396	–	–	0.2%	57
2024 Q2	$812K	Sell	5,396 -38	-0.7%	-$5.25K	0.21%	53
2024 Q1	$734K	Hold	5,434	–	–	0.2%	56
2023 Q4	$667K	Sell	5,434 -94	-2%	-$10.6K	0.19%	60
2023 Q3	$580K	Hold	5,528	–	–	0.29%	58
2023 Q2	$602K	Sell	5,528 -67	-1%	-$6.58K	0.29%	59
2023 Q1	$519K	Hold	5,595	–	–	0.27%	61
2022 Q4	$417K	Hold	5,595	–	–	0.17%	76
2022 Q3	$411K	Hold	5,595	–	–	0.23%	55
2022 Q2	$447K	Hold	5,595	–	–	0.24%	57
2022 Q1	$577K	Hold	5,595	–	–	0.28%	53
2021 Q4	$642K	Sell	5,595 -885	-14%	-$98.3K	0.27%	54
2021 Q3	$656K	Hold	6,480	–	–	0.29%	52
2021 Q2	$644K	Sell	6,480 -1,100	-15%	-$103K	0.27%	54
2021 Q1	$665K	Hold	7,580	–	–	0.3%	52
2020 Q4	$645K	Sell	7,580 -664	-8%	-$53.1K	0.34%	49
2020 Q3	$621K	Hold	8,244	–	–	0.36%	45
2020 Q2	$556K	Hold	8,244	–	–	0.3%	47
2020 Q1	$421K	Hold	8,244	–	–	0.29%	51
2019 Q4	$479K	Hold	8,244	–	–	0.26%	54
2019 Q3	$421K	Hold	8,244	–	–	0.26%	60
2019 Q2	$408K	Sell	8,244 -260	-3%	-$12.7K	0.25%	63
2019 Q1	$405K	Hold	8,504	–	–	0.26%	61
2018 Q4	$340K	Hold	8,504	–	–	0.22%	68
2018 Q3	$412K	Hold	8,504	–	–	0.27%	58
2018 Q2	$379K	Sell	8,504 -456	-5%	-$20.2K	0.29%	62
2018 Q1	$377K	Sell	8,960 -4,344	-33%	-$187K	0.33%	52
2017 Q4	$541K	Sell	13,304 -360	-3%	-$14.4K	0.4%	41
2017 Q3	$512K	Hold	13,664	–	–	0.41%	42
2017 Q2	$477K	Hold	13,664	–	–	0.38%	44
2017 Q1	$462K	Sell	13,664 -3,800	-22%	-$123K	0.36%	46
2016 Q4	$525K	Hold	17,464	–	–	0.42%	41
2016 Q3	$520K	Sell	17,464 -7,324	-30%	-$210K	0.42%	38
2016 Q2	$652K	Sell	24,788 -3,016	-11%	-$79.6K	0.55%	34
2016 Q1	$754K	Sell	27,804 -7,368	-21%	-$186K	0.72%	30
2015 Q4	$941K	Sell	35,172 -4,580	-12%	-$123K	0.97%	25
2015 Q3	$983K	Sell	39,752 -8,276	-17%	-$214K	1.23%	20
2015 Q2	$1.26M	Sell	48,028 -4,380	-8%	-$118K	1.6%	12
2015 Q1	$1.38M	Sell	52,408 -1,360	-3%	-$35.7K	2.09%	8
2014 Q4	$1.4M	Buy	+53,768	New	+$1.37M	2.46%	8

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

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

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

Affiance Financial's IYW Position: Q2 2026 in Review

Affiance Financial held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 4,400 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #52.

Affiance Financial first reported a position in IYW in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.4M in Q4 2014. 625 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Affiance Financial held 4,400 shares of iShares US Technology ETF worth $1.11M as of Q2 2026.
Affiance Financial left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.16% of Affiance Financial's portfolio in Q2 2026, its #52 holding.
Affiance Financial first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 47 quarters since.
Affiance Financial's iShares US Technology ETF position peaked at $1.4M in Q4 2014.
625 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.