Argyle Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Argyle Capital Partners’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 Q3	$1.05M	Sell	3,962 -1	-0%	-$250	0.65%	49
2026 Q2	$1000K	Buy	3,963 +305	+8%	+$70.1K	0.63%	48
2026 Q1	$664K	Sell	3,658 -245	-6%	-$47.3K	0.48%	68
2025 Q4	$779K	Sell	3,903 -749	-16%	-$150K	0.57%	51
2025 Q3	$911K	Buy	4,652 +760	+20%	+$139K	0.65%	48
2025 Q2	$674K	Sell	3,892 -125	-3%	-$18.9K	0.56%	56
2025 Q1	$564K	Sell	4,017 -44	-1%	-$6.85K	0.48%	63
2024 Q4	$648K	Buy	+4,061	New	+$643K	0.56%	58

Other funds holding IYW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Argyle Capital Partners's IYW Position: Q3 2026 in Review

Argyle Capital Partners reduced its iShares US Technology ETF (IYW) stake by 0.03% in Q3 2026, selling an estimated $250 and leaving 3,962 shares worth $1.05M. The position accounts for 0.65% of the portfolio, ranked #49.

Argyle Capital Partners first reported a position in IYW in Q4 2024 and has held it in 8 quarters since. 711 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Argyle Capital Partners held 3,962 shares of iShares US Technology ETF worth $1.05M as of Q3 2026.
Argyle Capital Partners sold 1 iShares US Technology ETF share in Q3 2026, an estimated $250.
iShares US Technology ETF made up 0.65% of Argyle Capital Partners's portfolio in Q3 2026, its #49 holding.
Argyle Capital Partners first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 8 quarters since.
711 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.