Avid Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Avid Wealth 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	$2.76M	Buy	10,416 +68	+0.7%	+$17K	1.26%	18
2026 Q2	$2.61M	Sell	10,348 -15,885	-61%	-$3.65M	1.26%	16
2026 Q1	$4.76M	Sell	26,233 -1,406	-5%	-$272K	2.25%	14
2025 Q4	$5.52M	Buy	27,639 +280	+1%	+$56K	2.7%	13
2025 Q3	$5.36M	Buy	27,359 +389	+1%	+$71.2K	2.66%	13
2025 Q2	$4.67M	Sell	26,970 -6,543	-20%	-$992K	2.67%	12
2025 Q1	$4.71M	Buy	33,513 +3,427	+11%	+$534K	3.19%	11
2024 Q4	$4.8M	Sell	30,086 -2,149	-7%	-$340K	3.41%	10
2024 Q3	$4.89M	Buy	32,235 +1,874	+6%	+$276K	3.46%	10
2024 Q2	$4.57M	Buy	30,361 +2,929	+11%	+$405K	3.55%	11
2024 Q1	$3.7M	Sell	27,432 -112,948	-80%	-$14.7M	2.98%	13
2023 Q4	$17.2M	Buy	+140,380	New	+$15.9M	17.08%	1

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

Avid Wealth Partners's IYW Position: Q3 2026 in Review

Avid Wealth Partners increased its iShares US Technology ETF (IYW) stake by 0.66% in Q3 2026, buying an estimated $17K and bringing the position to 10,416 shares worth $2.76M. The position accounts for 1.26% of the portfolio, ranked #18.

Avid Wealth Partners first reported a position in IYW in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q4 2023. 675 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Avid Wealth Partners held 10,416 shares of iShares US Technology ETF worth $2.76M as of Q3 2026.
Avid Wealth Partners bought 68 iShares US Technology ETF shares in Q3 2026, an estimated $17K.
iShares US Technology ETF made up 1.26% of Avid Wealth Partners's portfolio in Q3 2026, its #18 holding.
Avid Wealth Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 12 quarters since.
Avid Wealth Partners's iShares US Technology ETF position peaked at $17.2M in Q4 2023.
675 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.