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

Alterna 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	–	Sell	-2,380	Closed	-$432K	–	118
2026 Q1	$432K	Sell	2,380 -40	-2%	-$7.73K	0.33%	65
2025 Q4	$483K	Sell	2,420 -4,952	-67%	-$990K	0.4%	62
2025 Q3	$1.44M	Sell	7,372 -1,677	-19%	-$307K	1.19%	23
2025 Q2	$1.57M	Buy	9,049 +1,023	+13%	+$155K	1.26%	21
2025 Q1	$1.13M	Buy	8,026 +2,132	+36%	+$332K	0.86%	29
2024 Q4	$940K	Sell	5,894 -69	-1%	-$10.9K	0.79%	34
2024 Q3	$904K	Sell	5,963 -1,664	-22%	-$245K	0.81%	35
2024 Q2	$1.15M	Buy	7,627 +5,253	+221%	+$726K	1.01%	29
2024 Q1	$321K	Buy	2,374 +508	+27%	+$66.1K	0.26%	69
2023 Q4	$229K	Sell	1,866 -451	-19%	-$51.1K	0.28%	70
2023 Q3	$243K	Sell	2,317 -7,288	-76%	-$793K	0.31%	62
2023 Q2	$1.05M	Buy	9,605 +5,436	+130%	+$534K	1.21%	26
2023 Q1	$387K	Buy	+4,169	New	+$350K	0.48%	51

Other funds holding IYW

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Alterna Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 2,380 shares — an estimated $432K sold.

Alterna Wealth Management first reported a position in IYW in Q1 2023 and held it in 13 quarters. The position peaked at $1.57M in Q2 2025. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Alterna Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Alterna Wealth Management sold 2,380 iShares US Technology ETF shares in Q2 2026, an estimated $432K.
Alterna Wealth Management first reported a position in iShares US Technology ETF in Q1 2023 and held it in 13 quarters.
Alterna Wealth Management's iShares US Technology ETF position peaked at $1.57M in Q2 2025.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.