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

Aprio 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	$2.03M	Sell	8,059 -34	-0.4%	-$7.81K	0.1%	144
2026 Q1	$1.47M	Buy	8,093 +1,038	+15%	+$201K	0.08%	151
2025 Q4	$1.7M	Sell	7,055 -121	-2%	-$24.2K	0.1%	138
2025 Q3	$1.41M	Sell	7,176 -36	-0.5%	-$6.59K	0.14%	98
2025 Q2	$1.25M	Sell	7,212 -411	-5%	-$62.3K	0.14%	96
2025 Q1	$1.07M	Buy	7,623 +1,997	+35%	+$311K	0.13%	103
2024 Q4	$897K	Sell	5,626 -500	-8%	-$79.1K	0.13%	93
2024 Q3	$929K	Buy	6,126 +500	+9%	+$73.5K	0.15%	86
2024 Q2	$847K	Buy	+5,626	New	+$778K	0.15%	80

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

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

Aprio Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.42% in Q2 2026, selling an estimated $7.81K and leaving 8,059 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #144.

Aprio Wealth Management first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Aprio Wealth Management held 8,059 shares of iShares US Technology ETF worth $2.03M as of Q2 2026.
Aprio Wealth Management sold 34 iShares US Technology ETF shares in Q2 2026, an estimated $7.81K.
iShares US Technology ETF made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #144 holding.
Aprio Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.