BRWA
IYW icon

B. Riley Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

B. Riley Wealth Advisors’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 		$2.53M Buy
10,286
+147
+1% +$33.8K 0.14% 154
2026
Q1 		$1.76M Sell
10,139
-1,072
-10% -$207K 0.11% 179
2025
Q4 		$2.24M Sell
11,211
-130
-1% -$26K 0.1% 190
2025
Q3 		$2.22M Sell
11,341
-11,993
-51% -$2.19M 0.1% 190
2025
Q2 		$4.04M Buy
+23,334
New +$3.54M 0.19% 115
2024
Q4 		$6.76M Sell
42,398
-21,123
-33% -$3.34M 0.22% 100
2024
Q3 		$9.55M Sell
63,521
-7,369
-10% -$1.08M 0.27% 78
2024
Q2 		$10.7M Buy
70,890
+7,765
+12% +$1.07M 0.27% 76
2024
Q1 		$6.63M Buy
63,125
+1,942
+3% +$253K 0.18% 124
2023
Q4 		$7.51M Sell
61,183
-1,942
-3% -$220K 0.2% 112
2023
Q3 		$6.63M Sell
63,125
-27,077
-30% -$2.94M 0.18% 124
2023
Q2 		$9.82M Sell
90,202
-3,525
-4% -$346K 0.22% 90
2023
Q1 		$8.7M Buy
93,727
+14,935
+19% +$1.25M 0.23% 93
2022
Q4 		$5.87M Buy
78,792
+56,496
+253% +$4.32M 0.16% 146
2022
Q3 		$1.64M Buy
22,296
+7,887
+55% +$669K 0.05% 357
2022
Q2 		$1.15M Sell
14,409
-1,120
-7% -$99.1K 0.05% 376
2022
Q1 		$1.6M Sell
15,529
-277
-2% -$28.3K 0.05% 345
2021
Q4 		$1.81M Sell
15,806
-438
-3% -$48.6K 0.05% 381
2021
Q3 		$1.65M Buy
16,244
+465
+3% +$48.5K 0.05% 389
2021
Q2 		$1.57M Buy
15,779
+480
+3% +$44.8K 0.05% 394
2021
Q1 		$1.34M Buy
15,299
+3,101
+25% +$272K 0.05% 405
2020
Q4 		$1.04M Sell
12,198
-6,010
-33% -$480K 0.06% 317
2020
Q3 		$1.32M Buy
18,208
+244
+1% +$17.8K 0.07% 266
2020
Q2 		$1.21M Buy
17,964
+7,520
+72% +$454K 0.08% 244
2020
Q1 		$534K Sell
10,444
-340
-3% -$19.7K 0.05% 366
2019
Q4 		$627K Sell
10,784
-412
-4% -$22.4K 0.05% 351
2019
Q3 		$572K Sell
11,196
-8
-0.1% -$407 0.06% 363
2019
Q2 		$555K Sell
11,204
-616
-5% -$30.1K 0.06% 341
2019
Q1 		$564K Sell
11,820
-1,176
-9% -$52.3K 0.07% 299
2018
Q4 		$520K Sell
12,996
-1,796
-12% -$77.8K 0.07% 287
2018
Q3 		$719K Sell
14,792
-76
-0.5% -$3.59K 0.09% 248
2018
Q2 		$663K Sell
14,868
-112
-0.7% -$4.95K 0.09% 252
2018
Q1 		$631K Sell
14,980
-5,616
-27% -$242K 0.09% 248
2017
Q4 		$839K Sell
20,596
-224
-1% -$8.98K 0.11% 201
2017
Q3 		$781K Buy
20,820
+444
+2% +$16.3K 0.13% 175
2017
Q2 		$712K Buy
20,376
+144
+0.7% +$5.05K 0.13% 198
2017
Q1 		$684K Buy
20,232
+4,564
+29% +$148K 0.14% 186
2016
Q4 		$472K Buy
15,668
+240
+2% +$7.16K 0.1% 241
2016
Q3 		$460K Buy
15,428
+1,044
+7% +$29.9K 0.09% 287
2016
Q2 		$380K Buy
14,384
+2,680
+23% +$70.8K 0.08% 327
2016
Q1 		$317K Buy
11,704
+3,964
+51% +$100K 0.07% 335
2015
Q4 		$208K Buy
+7,740
New +$209K 0.04% 478
2015
Q2 		– Sell
-7,740
Closed -$203K – 565
2015
Q1 		$203K Sell
7,740
-24,276
-76% -$638K 0.05% 461
2014
Q4 		$2.65K Buy
32,016
+7,740
+32% +$197K 0.06% 451
2014
Q3 		$611K Buy
24,276
+12,936
+114% +$323K 0.16% 169
2014
Q2 		$275K Buy
11,340
+3,840
+51% +$88.7K 0.06% 344
2014
Q1 		$171K Buy
7,500
+1,000
+15% +$22.3K 0.05% 435
2013
Q4 		$144K Hold
6,500
– – 0.05% 451
2013
Q3 		$128K Buy
+6,500
New +$126K 0.04% 477

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
Cambridge Investment Research Advisors
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
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

B. Riley Wealth Advisors's IYW Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, buying an estimated $33.8K and bringing the position to 10,286 shares worth $2.53M. The position accounts for 0.14% of the portfolio, ranked #154.

B. Riley Wealth Advisors first reported a position in IYW in Q3 2013 and has held it in 49 quarters since. The position peaked at $10.7M in Q2 2024. 477 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • B. Riley Wealth Advisors held 10,286 shares of iShares US Technology ETF worth $2.53M as of Q2 2026.
  • B. Riley Wealth Advisors bought 147 iShares US Technology ETF shares in Q2 2026, an estimated $33.8K.
  • iShares US Technology ETF made up 0.14% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2013 and has held it in 49 quarters since.
  • B. Riley Wealth Advisors's iShares US Technology ETF position peaked at $10.7M in Q2 2024.
  • 477 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.