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

Allegheny 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	$331K	Buy	1,311 +1	+0.1%	+$230	0.04%	218
2026 Q1	$238K	Hold	1,310	–	–	0.03%	254
2025 Q4	$262K	Hold	1,310	–	–	0.04%	225
2025 Q3	$257K	Buy	1,310 +10	+0.8%	+$1.83K	0.05%	216
2025 Q2	$225K	Buy	+1,300	New	+$197K	0.05%	225
2025 Q1	–	Sell	-1,300	Closed	-$207K	–	240
2024 Q4	$207K	Sell	1,300 -589	-31%	-$93.2K	0.05%	215
2024 Q3	$286K	Buy	1,889 +248	+15%	+$36.5K	0.07%	195
2024 Q2	$247K	Buy	+1,641	New	+$227K	0.07%	195

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 22.9% 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

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

Allegheny Financial Group increased its iShares US Technology ETF (IYW) stake by 0.08% in Q2 2026, buying an estimated $230 and bringing the position to 1,311 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #218.

Allegheny Financial Group first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Allegheny Financial Group held 1,311 shares of iShares US Technology ETF worth $331K as of Q2 2026.
Allegheny Financial Group bought 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
iShares US Technology ETF made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #218 holding.
Allegheny Financial Group first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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