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Apella Capital’s iShares US Technology ETF IYW Stock Holding History

Apella Capital’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 		$2.62M Buy
10,760
+2
+0% +$459 0.04% 235
2026
Q1 		$2.26M Buy
10,758
+102
+1% +$19.7K 0.03% 244
2025
Q4 		$2.13M Buy
+10,656
New +$2.13M 0.04% 196

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Apella Capital's IYW Position: Q2 2026 in Review

Apella Capital increased its iShares US Technology ETF (IYW) stake by 0.02% in Q2 2026, buying an estimated $459 and bringing the position to 10,760 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #235.

Apella Capital first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Apella Capital held 10,760 shares of iShares US Technology ETF worth $2.62M as of Q2 2026.
  • Apella Capital bought 2 iShares US Technology ETF shares in Q2 2026, an estimated $459.
  • iShares US Technology ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #235 holding.
  • Apella Capital first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.