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

Aventura 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 Q2	$115K	Sell	456 -333	-42%	-$76.5K	0.04%	234
2026 Q1	$143K	Buy	789 +333	+73%	+$64.3K	0.05%	184
2025 Q4	$91.1K	Hold	456	–	–	0.03%	225
2025 Q3	$89.3K	Hold	456	–	–	0.03%	232
2025 Q2	$79K	Hold	456	–	–	0.03%	237
2025 Q1	$64K	Hold	456	–	–	0.03%	235
2024 Q4	$72.7K	Buy	+456	New	+$72.2K	0.04%	221

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Aventura Private Wealth's IYW Position: Q2 2026 in Review

Aventura Private Wealth reduced its iShares US Technology ETF (IYW) stake by 42% in Q2 2026, selling an estimated $76.5K and leaving 456 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #234.

Aventura Private Wealth first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $143K in Q1 2026. 232 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Aventura Private Wealth held 456 shares of iShares US Technology ETF worth $115K as of Q2 2026.
Aventura Private Wealth sold 333 iShares US Technology ETF shares in Q2 2026, an estimated $76.5K.
iShares US Technology ETF made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #234 holding.
Aventura Private Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares US Technology ETF position peaked at $143K in Q1 2026.
232 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.