Atlantic Edge Private Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Atlantic Edge Private 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	$540K	Hold	2,140	–	–	0.11%	100
2026 Q1	$388K	Hold	2,140	–	–	0.1%	104
2025 Q4	$427K	Hold	2,140	–	–	0.11%	98
2025 Q3	$419K	Hold	2,140	–	–	0.11%	97
2025 Q2	$371K	Hold	2,140	–	–	0.1%	102
2025 Q1	$301K	Hold	2,140	–	–	0.09%	110
2024 Q4	$341K	Hold	2,140	–	–	0.11%	106
2024 Q3	$324K	Hold	2,140	–	–	0.1%	109
2024 Q2	$322K	Hold	2,140	–	–	0.11%	102
2024 Q1	$289K	Hold	2,140	–	–	0.1%	108
2023 Q4	$263K	Buy	+2,140	New	+$242K	0.11%	109

Other funds holding IYW

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's IYW Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,140 shares worth $540K. The position accounts for 0.11% of the portfolio, ranked #100.

Atlantic Edge Private Wealth Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 542 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,140 shares of iShares US Technology ETF worth $540K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.11% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #100 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
542 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.