Albion Financial Group’s iShares US Technology ETF IYW Stock Holding History

Albion Financial Group’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	$9.84K	Hold	39	–	–	﹤0.01%	434
2026 Q1	$7.08K	Hold	39	–	–	﹤0.01%	450
2025 Q4	$7.79K	Hold	39	–	–	﹤0.01%	433
2025 Q3	$7.64K	Buy	39 +3	+8%	+$549	﹤0.01%	421
2025 Q2	$6.24K	Hold	36	–	–	﹤0.01%	400
2025 Q1	$5.06K	Sell	36 -51	-59%	-$7.94K	﹤0.01%	416
2024 Q4	$13.9K	Hold	87	–	–	﹤0.01%	368
2024 Q3	$13.2K	Hold	87	–	–	﹤0.01%	318
2024 Q2	$13.1K	Buy	87 +51	+142%	+$7.05K	﹤0.01%	316
2024 Q1	$4.86K	Hold	36	–	–	﹤0.01%	358
2023 Q4	$4.42K	Hold	36	–	–	﹤0.01%	358
2023 Q3	$3.78K	Hold	36	–	–	﹤0.01%	343
2023 Q2	$3.92K	Hold	36	–	–	﹤0.01%	352
2023 Q1	$3.34K	Hold	36	–	–	﹤0.01%	349
2022 Q4	$2.68K	Hold	36	–	–	﹤0.01%	373
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	372
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	388
2022 Q1	$4K	Buy	36 +6	+20%	+$613	﹤0.01%	429
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	486
2021 Q3	$3K	Buy	30 +10	+50%	+$1.04K	﹤0.01%	439
2021 Q2	$2K	Buy	+20	New	+$1.86K	﹤0.01%	451
2020 Q4	$2K	Buy	+20	New	+$1.6K	﹤0.01%	423

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Albion Financial Group's IYW Position: Q2 2026 in Review

Albion Financial Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 39 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Albion Financial Group first reported a position in IYW in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.9K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Albion Financial Group held 39 shares of iShares US Technology ETF worth $9.84K as of Q2 2026.
Albion Financial Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #434 holding.
Albion Financial Group first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's iShares US Technology ETF position peaked at $13.9K in Q4 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.