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Asset Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Asset Advisory 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 		$651K Sell
2,580
-109
-4% -$25K 0.28% 58
2026
Q1 		$488K Sell
2,689
-24
-0.9% -$4.64K 0.24% 67
2025
Q4 		$542K Buy
+2,713
New +$543K 0.27% 62

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
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
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
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Asset Advisory Group's IYW Position: Q2 2026 in Review

Asset Advisory Group reduced its iShares US Technology ETF (IYW) stake by 4.1% in Q2 2026, selling an estimated $25K and leaving 2,580 shares worth $651K. The position accounts for 0.28% of the portfolio, ranked #58.

Asset Advisory Group first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Asset Advisory Group held 2,580 shares of iShares US Technology ETF worth $651K as of Q2 2026.
  • Asset Advisory Group sold 109 iShares US Technology ETF shares in Q2 2026, an estimated $25K.
  • iShares US Technology ETF made up 0.28% of Asset Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Asset Advisory Group first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.