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Aurora Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Aurora Private Wealth’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 		$1.79M Buy
6,765
+1
+0% +$250 1.13% 22
2026
Q2 		$1.71M Buy
6,764
+3
+0% +$689 1.08% 26
2026
Q1 		$1.34M Sell
6,761
-7
-0.1% -$1.35K 0.95% 28
2025
Q4 		$1.35M Buy
+6,768
New +$1.35M 0.89% 32
2025
Q2 		$850K Buy
4,903
+1
+0% +$152 0.63% 42
2025
Q1 		$688K Sell
4,902
-5,036
-51% -$784K 0.55% 49
2024
Q4 		$1.58M Buy
9,938
+97
+1% +$15.3K 1.19% 22
2024
Q3 		$1.49M Buy
9,841
+405
+4% +$59.6K 1.17% 19
2024
Q2 		$1.42M Sell
9,436
-2,715
-22% -$375K 1.24% 18
2024
Q1 		$1.65M Sell
12,151
-109
-0.9% -$14.2K 1.42% 15
2023
Q4 		$1.5M Buy
12,260
+24
+0.2% +$2.72K 1.42% 14
2023
Q3 		$1.28M Buy
12,236
+1,827
+18% +$199K 1.42% 15
2023
Q2 		$1.13M Sell
10,409
-247
-2% -$24.3K 1.29% 17
2023
Q1 		$989K Buy
10,656
+105
+1% +$8.81K 1.05% 26
2022
Q4 		$786K Sell
10,551
-6,646
-39% -$508K 0.9% 31
2022
Q3 		$1.26M Sell
17,197
-1,416
-8% -$120K 0.58% 27
2022
Q2 		$1.49M Buy
18,613
+2,826
+18% +$250K 0.67% 22
2022
Q1 		$1.63M Buy
15,787
+9,659
+158% +$986K 0.67% 24
2021
Q4 		$704K Sell
6,128
-240
-4% -$26.6K 0.31% 60
2021
Q3 		$645K Buy
+6,368
New +$664K 0.26% 77

Other funds holding IYW

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Aurora Private Wealth's IYW Position: Q3 2026 in Review

Aurora Private Wealth increased its iShares US Technology ETF (IYW) stake by 0.01% in Q3 2026, buying an estimated $250 and bringing the position to 6,765 shares worth $1.79M. The position accounts for 1.13% of the portfolio, ranked #22.

Aurora Private Wealth first reported a position in IYW in Q3 2021 and has held it in 20 quarters since. 473 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Aurora Private Wealth held 6,765 shares of iShares US Technology ETF worth $1.79M as of Q3 2026.
  • Aurora Private Wealth bought 1 iShares US Technology ETF share in Q3 2026, an estimated $250.
  • iShares US Technology ETF made up 1.13% of Aurora Private Wealth's portfolio in Q3 2026, its #22 holding.
  • Aurora Private Wealth first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 20 quarters since.
  • 473 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.